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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

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

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. 321 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.
  • 321 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.