LA
NWG icon

LVW Advisors’s NatWest NWG Stock Holding History

LVW 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 		$844K Buy
47,857
+10,773
+29% +$173K 0.07% 149
2026
Q1 		$553K Buy
37,084
+4,128
+13% +$68.6K 0.05% 195
2025
Q4 		$577K Sell
32,956
-1,476
-4% -$23.4K 0.06% 172
2025
Q3 		$487K Sell
34,432
-2,317
-6% -$32.7K 0.05% 200
2025
Q2 		$520K Sell
36,749
-2,047
-5% -$27.1K 0.06% 187
2025
Q1 		$462K Buy
38,796
+307
+0.8% +$3.44K 0.06% 185
2024
Q4 		$391K Buy
38,489
+850
+2% +$8.41K 0.05% 214
2024
Q3 		$352K Sell
37,639
-3,719
-9% -$33.1K 0.05% 220
2024
Q2 		$332K Buy
+41,358
New +$321K 0.05% 220

Other funds holding NWG

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM