Envestnet Portfolio Solutions’s NatWest NWG Stock Holding History

Envestnet Portfolio Solutions’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$570K	Sell	32,329 -1,565	-5%	-$25.2K	﹤0.01%	940
2026 Q1	$505K	Sell	33,894 -25,924	-43%	-$431K	﹤0.01%	896
2025 Q4	$1.05M	Buy	59,818 +2,523	+4%	+$40K	﹤0.01%	738
2025 Q3	$811K	Sell	57,295 -4,441	-7%	-$62.7K	﹤0.01%	819
2025 Q2	$874K	Buy	61,736 +9,464	+18%	+$125K	﹤0.01%	844
2025 Q1	$623K	Sell	52,272 -19,720	-27%	-$221K	﹤0.01%	961
2024 Q4	$732K	Buy	71,992 +6,708	+10%	+$66.4K	﹤0.01%	1060
2024 Q3	$611K	Buy	65,284 +33,014	+102%	+$294K	﹤0.01%	1090
2024 Q2	$259K	Buy	32,270 +4,007	+14%	+$31.1K	﹤0.01%	1457
2024 Q1	$192K	Buy	28,263 +8,595	+44%	+$51K	﹤0.01%	1570
2023 Q4	$111K	Sell	19,668 -4,660	-19%	-$24.7K	﹤0.01%	1516
2023 Q3	$142K	Buy	+24,328	New	+$147K	﹤0.01%	1456

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Portfolio Solutions's NWG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its NatWest (NWG) stake by 4.6% in Q2 2026, selling an estimated $25.2K and leaving 32,329 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Envestnet Portfolio Solutions first reported a position in NWG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Envestnet Portfolio Solutions held 32,329 shares of NatWest worth $570K as of Q2 2026.
Envestnet Portfolio Solutions sold 1,565 NatWest shares in Q2 2026, an estimated $25.2K.
NatWest made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #940 holding.
Envestnet Portfolio Solutions first reported a position in NatWest in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's NatWest position peaked at $1.05M in Q4 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.