QWM
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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

QP Wealth Management's NWG Position: Q1 2026 in Review

QP Wealth Management reduced its NatWest (NWG) stake by 34% in Q1 2026, selling an estimated $195K and leaving 22,551 shares worth $336K. The position accounts for 0.58% of the portfolio, ranked #52.

QP Wealth Management first reported a position in NWG in Q4 2025 and has held it in 2 quarters since. The position peaked at $600K in Q4 2025. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • QP Wealth Management held 22,551 shares of NatWest worth $336K as of Q1 2026.
  • QP Wealth Management sold 11,723 NatWest shares in Q1 2026, an estimated $195K.
  • NatWest made up 0.58% of QP Wealth Management's portfolio in Q1 2026, its #52 holding.
  • QP Wealth Management first reported a position in NatWest in Q4 2025 and has held it in 2 quarters since.
  • QP Wealth Management's NatWest position peaked at $600K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.