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Bell Investment Advisors’s
Northwest Natural Holdings
NWN
Stock Holding History
Bell Investment Advisors’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
Q1
–
Sell
-12
Closed
-$561
–
1915
2025
Q4
$561
Hold
12
–
–
﹤0.01%
1699
2025
Q3
$540
Sell
12
-12
-50%
-$498
﹤0.01%
1737
2025
Q2
$954
Buy
24
+12
+100%
+$498
﹤0.01%
1600
2025
Q1
$513
Hold
12
–
–
﹤0.01%
1741
2024
Q4
$475
Hold
12
–
–
﹤0.01%
1785
2024
Q3
$490
Sell
12
-14
-54%
-$547
﹤0.01%
1783
2024
Q2
$939
Sell
26
-29
-53%
-$1.07K
﹤0.01%
1625
2024
Q1
$2.05K
Hold
55
–
–
﹤0.01%
1353
2023
Q4
$2.14K
Buy
55
+18
+49%
+$684
﹤0.01%
1301
2023
Q3
$1.41K
Buy
37
+2
+6%
+$82
﹤0.01%
1439
2023
Q2
$1.51K
Buy
35
+13
+59%
+$587
﹤0.01%
1432
2023
Q1
$1.05K
Buy
22
+11
+100%
+$532
﹤0.01%
1552
2022
Q4
$523
Sell
11
-22
-67%
-$1.03K
﹤0.01%
1803
2022
Q3
$1K
Sell
33
-11
-25%
-$558
﹤0.01%
1503
2022
Q2
$2K
Buy
+44
New
+$2.27K
﹤0.01%
1196
2021
Q4
$2K
Buy
38
+6
+19%
+$279
﹤0.01%
1189
2021
Q3
$1K
Buy
+32
New
+$1.64K
﹤0.01%
1487
Other funds holding NWN
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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