GHP Investment Advisors’s NatWest NWG Stock Holding History

GHP Investment Advisors’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	$90.2K	Hold	5,114	–	–	﹤0.01%	484
2026 Q1	$76.2K	Buy	+5,114	New	+$85K	﹤0.01%	491

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

GHP Investment Advisors's NWG Position: Q2 2026 in Review

GHP Investment Advisors held its NatWest (NWG) position steady in Q2 2026 at 5,114 shares worth $90.2K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

GHP Investment Advisors first reported a position in NWG in Q1 2026 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

GHP Investment Advisors held 5,114 shares of NatWest worth $90.2K as of Q2 2026.
GHP Investment Advisors left its NatWest share count unchanged in Q2 2026.
NatWest made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #484 holding.
GHP Investment Advisors first reported a position in NatWest in Q1 2026 and has held it in 2 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.