Williams Jones Wealth Management’s Northwest Biotherapeutics, Inc. Common stock NWBO Stock Holding History

Williams Jones Wealth Management’s Portfolio NWBO Stock Details NWBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.16K	Sell	25,000 -2,000	-7%	-$413	﹤0.01%	506
2025 Q4	$6.18K	Hold	27,000	–	–	﹤0.01%	508
2025 Q3	$6.49K	Hold	27,000	–	–	﹤0.01%	500
2025 Q2	$6.48K	Hold	27,000	–	–	﹤0.01%	500
2025 Q1	$6.17K	Hold	27,000	–	–	﹤0.01%	492
2024 Q4	$7.42K	Sell	27,000 -8,000	-23%	-$2.2K	﹤0.01%	494
2024 Q3	$11.2K	Hold	35,000	–	–	﹤0.01%	532
2024 Q2	$14.9K	Sell	35,000 -5,000	-13%	-$2.13K	﹤0.01%	510
2024 Q1	$20.8K	Sell	40,000 -4,000	-9%	-$2.08K	﹤0.01%	535
2023 Q4	$30.8K	Hold	44,000	–	–	﹤0.01%	530
2023 Q3	$40K	Hold	44,000	–	–	﹤0.01%	533
2023 Q2	$25K	Hold	44,000	–	–	﹤0.01%	516
2023 Q1	$27.5K	Hold	44,000	–	–	﹤0.01%	551
2022 Q4	$34.5K	Buy	44,000 +5,000	+13%	+$3.92K	﹤0.01%	546
2022 Q3	$28K	Hold	39,000	–	–	﹤0.01%	556
2022 Q2	$25K	Hold	39,000	–	–	﹤0.01%	558
2022 Q1	$27K	Hold	39,000	–	–	﹤0.01%	518
2021 Q4	$27K	Hold	39,000	–	–	﹤0.01%	491
2021 Q3	$50K	Hold	39,000	–	–	﹤0.01%	477
2021 Q2	$57K	Hold	39,000	–	–	﹤0.01%	485
2021 Q1	$58K	Sell	39,000 -11,000	-22%	-$16.4K	﹤0.01%	481
2020 Q4	$76K	Hold	50,000	–	–	﹤0.01%	457
2020 Q3	$39K	Hold	50,000	–	–	﹤0.01%	427
2020 Q2	$17K	Hold	50,000	–	–	﹤0.01%	413
2020 Q1	$8K	Hold	50,000	–	–	﹤0.01%	381
2019 Q4	$11K	Hold	50,000	–	–	﹤0.01%	441
2019 Q3	$12K	Buy	+50,000	New	+$12K	﹤0.01%	424

Other funds holding NWBO

KFA

Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Williams Jones Wealth Management's NWBO Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Northwest Biotherapeutics, Inc. Common stock (NWBO) stake by 7.4% in Q1 2026, selling an estimated $413 and leaving 25,000 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Williams Jones Wealth Management first reported a position in NWBO in Q3 2019 and has held it in 27 quarters since. The position peaked at $76K in Q4 2020. 8 funds tracked by Wall St. Rank hold NWBO as of Q1 2026.

Williams Jones Wealth Management held 25,000 shares of Northwest Biotherapeutics, Inc. Common stock worth $5.16K as of Q1 2026.
Williams Jones Wealth Management sold 2,000 Northwest Biotherapeutics, Inc. Common stock shares in Q1 2026, an estimated $413.
Northwest Biotherapeutics, Inc. Common stock made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #506 holding.
Williams Jones Wealth Management first reported a position in Northwest Biotherapeutics, Inc. Common stock in Q3 2019 and has held it in 27 quarters since.
Williams Jones Wealth Management's Northwest Biotherapeutics, Inc. Common stock position peaked at $76K in Q4 2020.
8 funds tracked by Wall St. Rank held Northwest Biotherapeutics, Inc. Common stock as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.