AWM
NWN icon

Abound Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

Abound Wealth Management’s Portfolio NWN Stock Details NWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.4K Hold
803
– – 0.01% 270
2026
Q1 		$42.7K Hold
803
– – 0.01% 269
2025
Q4 		$37.5K Hold
803
– – 0.01% 267
2025
Q3 		$36.1K Hold
803
– – 0.01% 260
2025
Q2 		$31.9K Hold
803
– – 0.01% 267
2025
Q1 		$34.3K Buy
+803
New +$32.7K 0.01% 236

Other funds holding NWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Abound Wealth Management's NWN Position: Q2 2026 in Review

Abound Wealth Management held its Northwest Natural Holdings (NWN) position steady in Q2 2026 at 803 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #270.

Abound Wealth Management first reported a position in NWN in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.7K in Q1 2026. 321 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Abound Wealth Management held 803 shares of Northwest Natural Holdings worth $39.4K as of Q2 2026.
  • Abound Wealth Management left its Northwest Natural Holdings share count unchanged in Q2 2026.
  • Northwest Natural Holdings made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Abound Wealth Management first reported a position in Northwest Natural Holdings in Q1 2025 and has held it in 6 quarters since.
  • Abound Wealth Management's Northwest Natural Holdings position peaked at $42.7K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.