MWM
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Mosley Wealth Management’s NatWest NWG Stock Holding History

Mosley Wealth Management’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 		$388 Buy
+22
New +$354 ﹤0.01% 659

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
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AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mosley Wealth Management's NWG Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in NatWest (NWG) in Q2 2026: 22 shares worth $388. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings.

220 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Mosley Wealth Management held 22 shares of NatWest worth $388 as of Q2 2026.
  • NatWest was a new Mosley Wealth Management position in Q2 2026.
  • NatWest made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #659 holding.
  • 220 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.