Cerity Partners
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Cerity Partners’s Northwest Natural Holdings NWN Stock Holding History

Cerity Partners’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 		$748K Sell
15,247
-1,475
-9% -$75.5K ﹤0.01% 2179
2026
Q1 		$890K Buy
16,722
+4,597
+38% +$228K ﹤0.01% 1927
2025
Q4 		$567K Buy
12,125
+484
+4% +$22.6K ﹤0.01% 2019
2025
Q3 		$523K Buy
11,641
+5,749
+98% +$239K ﹤0.01% 1941
2025
Q2 		$234K Sell
5,892
-2,281
-28% -$94.6K ﹤0.01% 2273
2025
Q1 		$349K Buy
8,173
+2,640
+48% +$108K ﹤0.01% 1945
2024
Q4 		$221K Sell
5,533
-814
-13% -$33.2K ﹤0.01% 2190
2024
Q3 		$259K Buy
+6,347
New +$248K ﹤0.01% 2164

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

Cerity Partners's NWN Position: Q2 2026 in Review

Cerity Partners reduced its Northwest Natural Holdings (NWN) stake by 8.8% in Q2 2026, selling an estimated $75.5K and leaving 15,247 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Cerity Partners first reported a position in NWN in Q3 2024 and has held it in 8 quarters since. The position peaked at $890K in Q1 2026. 301 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Cerity Partners held 15,247 shares of Northwest Natural Holdings worth $748K as of Q2 2026.
  • Cerity Partners sold 1,475 Northwest Natural Holdings shares in Q2 2026, an estimated $75.5K.
  • Northwest Natural Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2179 holding.
  • Cerity Partners first reported a position in Northwest Natural Holdings in Q3 2024 and has held it in 8 quarters since.
  • Cerity Partners's Northwest Natural Holdings position peaked at $890K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.