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Bare Financial Services’s Northwest Natural Holdings NWN Stock Holding History

Bare Financial Services’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 		$5.59K Buy
114
+90
+375% +$4.61K ﹤0.01% 811
2026
Q1 		$1.28K Buy
+24
New +$1.19K ﹤0.01% 1149

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

Bare Financial Services's NWN Position: Q2 2026 in Review

Bare Financial Services increased its Northwest Natural Holdings (NWN) stake by 375% in Q2 2026, buying an estimated $4.61K and bringing the position to 114 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Bare Financial Services first reported a position in NWN in Q1 2026 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Bare Financial Services held 114 shares of Northwest Natural Holdings worth $5.59K as of Q2 2026.
  • Bare Financial Services bought 90 Northwest Natural Holdings shares in Q2 2026, an estimated $4.61K.
  • Northwest Natural Holdings made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #811 holding.
  • Bare Financial Services first reported a position in Northwest Natural Holdings in Q1 2026 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.