Global Retirement Partners’s NatWest NWG Stock Holding History

Global Retirement Partners’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 Q4	$304K	Sell	17,398 -1,986	-10%	-$31.5K	0.01%	1234
2025 Q3	$274K	Sell	19,384 -1,701	-8%	-$24K	0.01%	1018
2025 Q2	$298K	Buy	+21,085	New	+$279K	0.01%	918
2024 Q4	$130K	Sell	12,821 -6,391	-33%	-$63.3K	﹤0.01%	1145
2024 Q3	$180K	Buy	19,212 +15,647	+439%	+$139K	0.01%	951
2024 Q2	$28.6K	Buy	3,565 +3,034	+571%	+$23.6K	﹤0.01%	1814
2024 Q1	$3.61K	Sell	531 -273	-34%	-$1.62K	﹤0.01%	2531
2023 Q4	$4.26K	Buy	804 +253	+46%	+$1.34K	﹤0.01%	2388
2023 Q3	$3.06K	Hold	551	–	–	﹤0.01%	2366
2023 Q2	$3.37K	Hold	551	–	–	﹤0.01%	2350
2023 Q1	$3.5K	Buy	551 +217	+65%	+$1.53K	﹤0.01%	2294
2022 Q4	$2.16K	Sell	334 -122	-27%	-$715	﹤0.01%	2334
2022 Q3	$2K	Sell	456 -514	-53%	-$3.17K	﹤0.01%	2277
2022 Q2	$6K	Hold	970	–	–	﹤0.01%	1833
2022 Q1	$6K	Buy	+970	New	+$6.54K	﹤0.01%	1833
2021 Q4	–	Sell	-431	Closed	-$3K	–	1273
2021 Q3	$3K	Buy	+431	New	+$2.68K	﹤0.01%	1763

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $761B 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return