Cambridge Investment Research Advisors’s Northwest Natural Holdings NWN Stock Holding History

Cambridge Investment Research 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 Q2	$2.87M	Buy	58,518 +2,167	+4%	+$111K	0.01%	1408
2026 Q1	$3M	Sell	56,351 -177	-0.3%	-$8.77K	0.01%	1282
2025 Q4	$2.64M	Buy	56,528 +4,858	+9%	+$227K	0.01%	1315
2025 Q3	$2.32M	Buy	51,670 +16,383	+46%	+$680K	0.01%	1388
2025 Q2	$1.4M	Buy	35,287 +11,331	+47%	+$470K	﹤0.01%	1698
2025 Q1	$1.02M	Buy	23,956 +843	+4%	+$34.4K	﹤0.01%	1857
2024 Q4	$914K	Buy	23,113 +8,060	+54%	+$329K	﹤0.01%	1945
2024 Q3	$614K	Buy	15,053 +7,761	+106%	+$303K	﹤0.01%	2241
2024 Q2	$263K	Buy	+7,292	New	+$270K	﹤0.01%	2809

Other funds holding NWN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors's NWN Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Northwest Natural Holdings (NWN) stake by 3.8% in Q2 2026, buying an estimated $111K and bringing the position to 58,518 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #1408.

Cambridge Investment Research Advisors first reported a position in NWN in Q2 2024 and has held it in 9 quarters since. The position peaked at $3M in Q1 2026. 88 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

Cambridge Investment Research Advisors held 58,518 shares of Northwest Natural Holdings worth $2.87M as of Q2 2026.
Cambridge Investment Research Advisors bought 2,167 Northwest Natural Holdings shares in Q2 2026, an estimated $111K.
Northwest Natural Holdings made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1408 holding.
Cambridge Investment Research Advisors first reported a position in Northwest Natural Holdings in Q2 2024 and has held it in 9 quarters since.
Cambridge Investment Research Advisors's Northwest Natural Holdings position peaked at $3M in Q1 2026.
88 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.