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Freedom Investment Management’s NatWest NWG Stock Holding History

Freedom Investment Management’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
2025
Q2 		– Sell
-47,244
Closed -$563K – 771
2025
Q1 		$563K Sell
47,244
-9,388
-17% -$105K 0.05% 394
2024
Q4 		$576K Sell
56,632
-7,431
-12% -$73.5K 0.05% 384
2024
Q3 		$600K Sell
64,063
-6,384
-9% -$56.8K 0.05% 375
2024
Q2 		$566K Buy
+70,447
New +$547K 0.05% 400
2016
Q2 		– Sell
-15,876
Closed -$284K – 879
2016
Q1 		$284K Buy
+15,876
New +$120K 0.02% 567

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Freedom Investment Management's NWG Position: Q2 2025 in Review

Freedom Investment Management sold out of NatWest (NWG) in Q2 2025, closing a stake of 47,244 shares — an estimated $563K sold.

Freedom Investment Management first reported a position in NWG in Q1 2016 and held it in 5 quarters. The position peaked at $600K in Q3 2024. 366 funds tracked by Wall St. Rank hold NWG as of Q2 2025.

  • Freedom Investment Management reported no remaining NatWest position as of Q2 2025 after selling out during the quarter.
  • Freedom Investment Management sold 47,244 NatWest shares in Q2 2025, an estimated $563K.
  • Freedom Investment Management first reported a position in NatWest in Q1 2016 and held it in 5 quarters.
  • Freedom Investment Management's NatWest position peaked at $600K in Q3 2024.
  • 366 funds tracked by Wall St. Rank held NatWest as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.