Horizon Investments’s NatWest NWG Stock Holding History

Horizon Investments’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	$723	Sell	41 -10,047	-100%	-$162K	﹤0.01%	1325
2026 Q1	$150K	Buy	10,088 +4,179	+71%	+$69.4K	﹤0.01%	1028
2025 Q4	$103K	Buy	5,909 +220	+4%	+$3.49K	﹤0.01%	1053
2025 Q3	$80.5K	Buy	5,689 +1,011	+22%	+$14.3K	﹤0.01%	977
2025 Q2	$65K	Buy	4,678 +2,917	+166%	+$38.6K	﹤0.01%	959
2025 Q1	$21K	Buy	1,761 +1,689	+2,346%	+$18.9K	﹤0.01%	663
2024 Q4	$732	Hold	72	–	–	﹤0.01%	833
2024 Q3	$674	Buy	+72	New	+$641	﹤0.01%	811

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

Horizon Investments's NWG Position: Q2 2026 in Review

Horizon Investments reduced its NatWest (NWG) stake by 100% in Q2 2026, selling an estimated $162K and leaving 41 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Horizon Investments first reported a position in NWG in Q3 2024 and has held it in 8 quarters since. The position peaked at $150K in Q1 2026. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Horizon Investments held 41 shares of NatWest worth $723 as of Q2 2026.
Horizon Investments sold 10,047 NatWest shares in Q2 2026, an estimated $162K.
NatWest made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1325 holding.
Horizon Investments first reported a position in NatWest in Q3 2024 and has held it in 8 quarters since.
Horizon Investments's NatWest position peaked at $150K in Q1 2026.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.