Cetera Investment Advisers
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Cetera Investment Advisers’s Northwest Natural Holdings NWN Stock Holding History

Cetera Investment Advisers’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 		$3.28M Buy
66,859
+1,538
+2% +$78.8K ﹤0.01% 1947
2026
Q1 		$3.48M Buy
65,321
+713
+1% +$35.3K ﹤0.01% 1776
2025
Q4 		$3.02M Buy
64,608
+692
+1% +$32.3K ﹤0.01% 1846
2025
Q3 		$2.87M Buy
63,916
+57,470
+892% +$2.38M ﹤0.01% 1866
2025
Q2 		$256K Buy
6,446
+1,428
+28% +$59.2K ﹤0.01% 3526
2025
Q1 		$214K Buy
+5,018
New +$205K ﹤0.01% 3551

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

Cetera Investment Advisers's NWN Position: Q2 2026 in Review

Cetera Investment Advisers increased its Northwest Natural Holdings (NWN) stake by 2.4% in Q2 2026, buying an estimated $78.8K and bringing the position to 66,859 shares worth $3.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Cetera Investment Advisers first reported a position in NWN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.48M in Q1 2026. 319 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Cetera Investment Advisers held 66,859 shares of Northwest Natural Holdings worth $3.28M as of Q2 2026.
  • Cetera Investment Advisers bought 1,538 Northwest Natural Holdings shares in Q2 2026, an estimated $78.8K.
  • Northwest Natural Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1947 holding.
  • Cetera Investment Advisers first reported a position in Northwest Natural Holdings in Q1 2025 and has held it in 6 quarters since.
  • Cetera Investment Advisers's Northwest Natural Holdings position peaked at $3.48M in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.