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SHP Wealth Management’s NatWest NWG Stock Holding History

SHP 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 		$69.4K Sell
4,662
-3,820
-45% -$63.5K 0.01% 438
2025
Q4 		$148K Buy
+8,482
New +$134K 0.01% 296

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

SHP Wealth Management reduced its NatWest (NWG) stake by 45% in Q1 2026, selling an estimated $63.5K and leaving 4,662 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #438.

SHP Wealth Management first reported a position in NWG in Q4 2025 and has held it in 2 quarters since. The position peaked at $148K in Q4 2025. 409 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • SHP Wealth Management held 4,662 shares of NatWest worth $69.4K as of Q1 2026.
  • SHP Wealth Management sold 3,820 NatWest shares in Q1 2026, an estimated $63.5K.
  • NatWest made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #438 holding.
  • SHP Wealth Management first reported a position in NatWest in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's NatWest position peaked at $148K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.