True Wealth Design’s NatWest NWG Stock Holding History

True Wealth Design’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	$74.9K	Buy	4,247 +112	+3%	+$1.8K	0.02%	347
2026 Q1	$61.6K	Buy	4,135 +692	+20%	+$11.5K	0.02%	342
2025 Q4	$60.3K	Hold	3,443	–	–	0.02%	289
2025 Q3	$48.7K	Buy	+3,443	New	+$48.6K	0.01%	316

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

True Wealth Design's NWG Position: Q2 2026 in Review

True Wealth Design increased its NatWest (NWG) stake by 2.7% in Q2 2026, buying an estimated $1.8K and bringing the position to 4,247 shares worth $74.9K. The position accounts for 0.02% of the portfolio, ranked #347.

True Wealth Design first reported a position in NWG in Q3 2025 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

True Wealth Design held 4,247 shares of NatWest worth $74.9K as of Q2 2026.
True Wealth Design bought 112 NatWest shares in Q2 2026, an estimated $1.8K.
NatWest made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #347 holding.
True Wealth Design first reported a position in NatWest in Q3 2025 and has held it in 4 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.