Cedar Mountain Advisors’s Northwest Natural Holdings NWN Stock Holding History

Cedar Mountain 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	$175K	Sell	3,559 -234	-6%	-$12K	0.03%	78
2026 Q1	$202K	Buy	3,793 +889	+31%	+$44K	0.04%	65
2025 Q4	$136K	Buy	2,904 +29	+1%	+$1.35K	0.03%	72
2025 Q3	$129K	Buy	2,875 +1,445	+101%	+$59.9K	0.03%	72
2025 Q2	$56.8K	Buy	1,430 +83	+6%	+$3.44K	0.01%	89
2025 Q1	$57.5K	Buy	1,347 +15	+1%	+$612	0.01%	85
2024 Q4	$52.7K	Buy	1,332 +173	+15%	+$7.06K	0.01%	82
2024 Q3	$47.3K	Buy	1,159 +5	+0.4%	+$195	0.01%	85
2024 Q2	$41.7K	Buy	1,154 +5	+0.4%	+$185	0.01%	80
2024 Q1	$42.8K	Buy	1,149 +5	+0.4%	+$187	0.01%	82
2023 Q4	$44.5K	Buy	1,144 +5	+0.4%	+$190	0.01%	77
2023 Q3	$43.5K	Buy	1,139 +5	+0.4%	+$206	0.01%	73
2023 Q2	$48.8K	Buy	1,134 +149	+15%	+$6.73K	0.01%	76
2023 Q1	$46.9K	Buy	985 +3	+0.3%	+$145	0.01%	77
2022 Q4	$46.7K	Buy	982 +4	+0.4%	+$188	0.01%	74
2022 Q3	$42K	Buy	978 +2	+0.2%	+$101	0.01%	74
2022 Q2	$52K	Buy	976 +2	+0.2%	+$103	0.02%	69
2022 Q1	$50K	Buy	974 +2	+0.2%	+$100	0.01%	78
2021 Q4	$47K	Buy	972 +2	+0.2%	+$93	0.01%	76
2021 Q3	$45K	Hold	970	–	–	0.02%	74
2021 Q2	$51K	Buy	970 +200	+26%	+$10.8K	0.02%	70
2021 Q1	$42K	Hold	770	–	–	0.01%	80
2020 Q4	$35K	Hold	770	–	–	0.01%	90
2020 Q3	$35K	Hold	770	–	–	0.01%	81
2020 Q2	$43K	Hold	770	–	–	0.02%	72
2020 Q1	$48K	Hold	770	–	–	0.02%	55
2019 Q4	$57K	Buy	+770	New	+$53.2K	0.02%	61

Other funds holding NWN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

WCM

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

HAI

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cedar Mountain Advisors's NWN Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its Northwest Natural Holdings (NWN) stake by 6.2% in Q2 2026, selling an estimated $12K and leaving 3,559 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #78.

Cedar Mountain Advisors first reported a position in NWN in Q4 2019 and has held it in 27 quarters since. The position peaked at $202K in Q1 2026. 32 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

Cedar Mountain Advisors held 3,559 shares of Northwest Natural Holdings worth $175K as of Q2 2026.
Cedar Mountain Advisors sold 234 Northwest Natural Holdings shares in Q2 2026, an estimated $12K.
Northwest Natural Holdings made up 0.03% of Cedar Mountain Advisors's portfolio in Q2 2026, its #78 holding.
Cedar Mountain Advisors first reported a position in Northwest Natural Holdings in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's Northwest Natural Holdings position peaked at $202K in Q1 2026.
32 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.