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Cornerstone Financial Management’s Northwest Natural Holdings NWN Stock Holding History

Cornerstone Financial Management’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 		$1.28K Buy
26
+10
+63% +$512 ﹤0.01% 996
2026
Q1 		$852 Buy
+16
New +$793 ﹤0.01% 1021

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

Cornerstone Financial Management's NWN Position: Q2 2026 in Review

Cornerstone Financial Management increased its Northwest Natural Holdings (NWN) stake by 63% in Q2 2026, buying an estimated $512 and bringing the position to 26 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Cornerstone Financial Management first reported a position in NWN in Q1 2026 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Cornerstone Financial Management held 26 shares of Northwest Natural Holdings worth $1.28K as of Q2 2026.
  • Cornerstone Financial Management bought 10 Northwest Natural Holdings shares in Q2 2026, an estimated $512.
  • Northwest Natural Holdings made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #996 holding.
  • Cornerstone Financial Management first reported a position in Northwest Natural Holdings in Q1 2026 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.