Kovitz Investment Group Partners
NWG icon

Kovitz Investment Group Partners’s NatWest NWG Stock Holding History

Kovitz Investment Group 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 		– Sell
-25,003
Closed -$354K – 1038
2025
Q3 		$354K Buy
25,003
+13,069
+110% +$184K ﹤0.01% 1140
2025
Q2 		$169K Sell
11,934
-3,025
-20% -$40K ﹤0.01% 1295
2025
Q1 		$178K Sell
14,959
-174
-1% -$1.95K ﹤0.01% 1184
2024
Q4 		$154K Sell
15,133
-4,803
-24% -$47.5K ﹤0.01% 1187
2024
Q3 		$155K Sell
19,936
-8,977
-31% -$79.9K ﹤0.01% 965
2024
Q2 		$232K Buy
28,913
+595
+2% +$4.62K ﹤0.01% 776
2024
Q1 		$193K Buy
+28,318
New +$168K ﹤0.01% 638

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