IWA
NWG icon

Icon Wealth Advisors’s NatWest NWG Stock Holding History

Icon Wealth 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
Q1 		– Sell
-20,313
Closed -$350K – 422
2025
Q4 		$350K Sell
20,313
-249
-1% -$3.95K 0.02% 294
2025
Q3 		$291K Buy
20,562
+56
+0.3% +$790 0.02% 319
2025
Q2 		$290K Buy
20,506
+10,805
+111% +$143K 0.02% 315
2025
Q1 		$116K Buy
+9,701
New +$109K 0.01% 453

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Icon Wealth Advisors's NWG Position: Q1 2026 in Review

Icon Wealth Advisors sold out of NatWest (NWG) in Q1 2026, closing a stake of 20,313 shares — an estimated $350K sold.

Icon Wealth Advisors first reported a position in NWG in Q1 2025 and held it in 4 quarters. The position peaked at $350K in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Icon Wealth Advisors reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 20,313 NatWest shares in Q1 2026, an estimated $350K.
  • Icon Wealth Advisors first reported a position in NatWest in Q1 2025 and held it in 4 quarters.
  • Icon Wealth Advisors's NatWest position peaked at $350K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.