Wealth Enhancement Advisory Services’s NatWest NWG Stock Holding History

Wealth Enhancement Advisory Services’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	$1.41M	Sell	79,343 -465	-0.6%	-$7.47K	﹤0.01%	1831
2026 Q1	$1.22M	Sell	79,808 -34,733	-30%	-$577K	﹤0.01%	1678
2025 Q4	$2.04M	Buy	114,541 +12,864	+13%	+$204K	﹤0.01%	1510
2025 Q3	$1.47M	Buy	101,677 +9,219	+10%	+$130K	﹤0.01%	1631
2025 Q2	$1.24M	Buy	92,458 +25,626	+38%	+$339K	﹤0.01%	1625
2025 Q1	$797K	Buy	66,832 +19,017	+40%	+$213K	﹤0.01%	1731
2024 Q4	$486K	Sell	47,815 -10,818	-18%	-$107K	﹤0.01%	2014
2024 Q3	$549K	Sell	58,633 -12,709	-18%	-$113K	﹤0.01%	1770
2024 Q2	$573K	Buy	71,342 +3,643	+5%	+$28.3K	﹤0.01%	1567
2024 Q1	$460K	Buy	67,699 +7,513	+12%	+$44.6K	﹤0.01%	1631
2023 Q4	$339K	Buy	60,186 +34,811	+137%	+$185K	﹤0.01%	1738
2023 Q3	$148K	Buy	+25,375	New	+$153K	﹤0.01%	2049

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

Wealth Enhancement Advisory Services's NWG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its NatWest (NWG) stake by 0.58% in Q2 2026, selling an estimated $7.47K and leaving 79,343 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Wealth Enhancement Advisory Services first reported a position in NWG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Wealth Enhancement Advisory Services held 79,343 shares of NatWest worth $1.41M as of Q2 2026.
Wealth Enhancement Advisory Services sold 465 NatWest shares in Q2 2026, an estimated $7.47K.
NatWest made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1831 holding.
Wealth Enhancement Advisory Services first reported a position in NatWest in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's NatWest position peaked at $2.04M in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.