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Wealthstar Advisors’s NatWest NWG Stock Holding History

Wealthstar Advisors’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 		– Sell
-40,576
Closed -$710K – 129
2025
Q4 		$710K Buy
40,576
+595
+1% +$9.43K 0.31% 58
2025
Q3 		$566K Sell
39,981
-7,798
-16% -$110K 0.22% 87
2025
Q2 		$676K Buy
47,779
+2,655
+6% +$35.1K 0.25% 78
2025
Q1 		$538K Buy
+45,124
New +$506K 0.25% 91

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 $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstar Advisors's NWG Position: Q1 2026 in Review

Wealthstar Advisors sold out of NatWest (NWG) in Q1 2026, closing a stake of 40,576 shares — an estimated $710K sold.

Wealthstar Advisors first reported a position in NWG in Q1 2025 and held it in 4 quarters. The position peaked at $710K in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Wealthstar Advisors reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Wealthstar Advisors sold 40,576 NatWest shares in Q1 2026, an estimated $710K.
  • Wealthstar Advisors first reported a position in NatWest in Q1 2025 and held it in 4 quarters.
  • Wealthstar Advisors's NatWest position peaked at $710K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.