QP Wealth Management’s NatWest NWG Stock Holding History

QP 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	–	Sell	-22,551	Closed	-$336K	–	79
2026 Q1	$336K	Sell	22,551 -11,723	-34%	-$195K	0.58%	52
2025 Q4	$600K	Buy	+34,274	New	+$543K	0.53%	45

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

QP Wealth Management sold out of NatWest (NWG) in Q2 2026, closing a stake of 22,551 shares — an estimated $336K sold.

QP Wealth Management first reported a position in NWG in Q4 2025 and held it in 2 quarters. The position peaked at $600K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

QP Wealth Management reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
QP Wealth Management sold 22,551 NatWest shares in Q2 2026, an estimated $336K.
QP Wealth Management first reported a position in NatWest in Q4 2025 and held it in 2 quarters.
QP Wealth Management's NatWest position peaked at $600K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.