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 Q2	$78.3K	Sell	4,443 -219	-5%	-$3.52K	0.01%	454
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

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

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

SHP Wealth Management reduced its NatWest (NWG) stake by 4.7% in Q2 2026, selling an estimated $3.52K and leaving 4,443 shares worth $78.3K. The position accounts for 0.01% of the portfolio, ranked #454.

SHP Wealth Management first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. The position peaked at $148K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

SHP Wealth Management held 4,443 shares of NatWest worth $78.3K as of Q2 2026.
SHP Wealth Management sold 219 NatWest shares in Q2 2026, an estimated $3.52K.
NatWest made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #454 holding.
SHP Wealth Management first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's NatWest position peaked at $148K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.