Vise Technologies’s NatWest NWG Stock Holding History

Vise Technologies’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	$1.37M	Hold	78,396	–	–	0.03%	485
2025 Q4	$1.37M	Buy	78,396 +31,613	+68%	+$501K	0.03%	486
2025 Q3	$662K	Buy	46,783 +733	+2%	+$10.3K	0.02%	552
2025 Q2	$652K	Buy	+46,050	New	+$609K	0.03%	548
2024 Q4	$319K	Buy	31,371 +3,136	+11%	+$31K	0.03%	566
2024 Q3	$264K	Buy	28,235 +15,548	+123%	+$138K	0.03%	490
2024 Q2	$102K	Buy	+12,687	New	+$98.5K	0.02%	420
2023 Q3	–	Sell	-11,686	Closed	-$71.5K	–	354
2023 Q2	$71.5K	Sell	11,686 -2,495	-18%	-$16.4K	0.02%	338
2023 Q1	$93.6K	Buy	14,181 +2,600	+22%	+$18.4K	0.02%	330
2022 Q4	$74.8K	Buy	11,581 +1,072	+10%	+$6.28K	0.02%	324
2022 Q3	$52K	Sell	10,509 -4,366	-29%	-$26.9K	0.02%	295
2022 Q2	$87K	Buy	+14,875	New	+$89.1K	0.03%	286

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return