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Marshall & Sterling Wealth Advisors’s NatWest NWG Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-222
Closed -$3.14K – 534
2025
Q3 		$3.14K Hold
222
– – ﹤0.01% 542
2025
Q2 		$3.14K Buy
222
+117
+111% +$1.55K ﹤0.01% 521
2025
Q1 		$1.25K Buy
+105
New +$1.18K ﹤0.01% 568

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's NWG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of NatWest (NWG) in Q4 2025, closing a stake of 222 shares — an estimated $3.14K sold.

Marshall & Sterling Wealth Advisors first reported a position in NWG in Q1 2025 and held it in 3 quarters. The position peaked at $3.14K in Q3 2025. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining NatWest position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 222 NatWest shares in Q4 2025, an estimated $3.14K.
  • Marshall & Sterling Wealth Advisors first reported a position in NatWest in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's NatWest position peaked at $3.14K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.