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 Q3	$168K	Buy	3,593 +34	+1%	+$1.69K	0.03%	78
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

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cedar Mountain Advisors's NWN Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Northwest Natural Holdings (NWN) stake by 0.96% in Q3 2026, buying an estimated $1.69K and bringing the position to 3,593 shares worth $168K. 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 28 quarters since. The position peaked at $202K in Q1 2026. 66 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

Cedar Mountain Advisors held 3,593 shares of Northwest Natural Holdings worth $168K as of Q3 2026.
Cedar Mountain Advisors bought 34 Northwest Natural Holdings shares in Q3 2026, an estimated $1.69K.
Northwest Natural Holdings made up 0.03% of Cedar Mountain Advisors's portfolio in Q3 2026, its #78 holding.
Cedar Mountain Advisors first reported a position in Northwest Natural Holdings in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's Northwest Natural Holdings position peaked at $202K in Q1 2026.
66 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.