Empirical Wealth Management’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $467K | Sell |
9,521
-13
| -0.1% | -$666 | 0.01% | 711 |
|
|
2026
Q1 | $507K | Sell |
9,534
-1,396
| -13% | -$69.2K | 0.01% | 565 |
|
|
2025
Q4 | $511K | Hold |
10,930
| – | – | 0.01% | 510 |
|
|
2025
Q3 | $491K | Hold |
10,930
| – | – | 0.01% | 475 |
|
|
2025
Q2 | $434K | Buy |
10,930
+2
| +0% | +$83 | 0.01% | 444 |
|
|
2025
Q1 | $467K | Buy |
10,928
+1
| +0% | +$41 | 0.01% | 417 |
|
|
2024
Q4 | $432K | Hold |
10,927
| – | – | 0.01% | 413 |
|
|
2024
Q3 | $446K | Sell |
10,927
-2,453
| -18% | -$95.8K | 0.01% | 389 |
|
|
2024
Q2 | $483K | Buy |
13,380
+2,347
| +21% | +$86.8K | 0.01% | 368 |
|
|
2024
Q1 | $411K | Sell |
11,033
-115
| -1% | -$4.3K | 0.01% | 376 |
|
|
2023
Q4 | $434K | Sell |
11,148
-253
| -2% | -$9.62K | 0.01% | 341 |
|
|
2023
Q3 | $435K | Buy |
11,401
+15
| +0.1% | +$617 | 0.02% | 321 |
|
|
2023
Q2 | $490K | Sell |
11,386
-42
| -0.4% | -$1.9K | 0.02% | 309 |
|
|
2023
Q1 | $544K | Buy |
11,428
+47
| +0.4% | +$2.27K | 0.02% | 312 |
|
|
2022
Q4 | $542K | Sell |
11,381
-818
| -7% | -$38.4K | 0.03% | 297 |
|
|
2022
Q3 | $529K | Buy |
12,199
+508
| +4% | +$25.8K | 0.03% | 289 |
|
|
2022
Q2 | $621K | Sell |
11,691
-619
| -5% | -$31.9K | 0.03% | 266 |
|
|
2022
Q1 | $637K | Sell |
12,310
-150
| -1% | -$7.52K | 0.03% | 287 |
|
|
2021
Q4 | $608K | Buy |
12,460
+319
| +3% | +$14.8K | 0.03% | 303 |
|
|
2021
Q3 | $558K | Sell |
12,141
-14
| -0.1% | -$716 | 0.03% | 281 |
|
|
2021
Q2 | $638K | Buy |
12,155
+851
| +8% | +$46K | 0.04% | 252 |
|
|
2021
Q1 | $610K | Sell |
11,304
-387
| -3% | -$18.6K | 0.05% | 221 |
|
|
2020
Q4 | $538K | Hold |
11,691
| – | – | 0.04% | 239 |
|
|
2020
Q3 | $531K | Hold |
11,691
| – | – | 0.05% | 205 |
|
|
2020
Q2 | $652K | Sell |
11,691
-1,500
| -11% | -$91.6K | 0.06% | 175 |
|
|
2020
Q1 | $815K | Hold |
13,191
| – | – | 0.09% | 128 |
|
|
2019
Q4 | $973K | Hold |
13,191
| – | – | 0.11% | 125 |
|
|
2019
Q3 | $941K | Hold |
13,191
| – | – | 0.11% | 117 |
|
|
2019
Q2 | $917K | Hold |
13,191
| – | – | 0.12% | 104 |
|
|
2019
Q1 | $866K | Sell |
13,191
-261
| -2% | -$16.4K | 0.13% | 103 |
|
|
2018
Q4 | $813K | Buy |
13,452
+9,422
| +234% | +$630K | 0.14% | 87 |
|
|
2018
Q3 | $270K | Hold |
4,030
| – | – | 0.05% | 172 |
|
|
2018
Q2 | $257K | Hold |
4,030
| – | – | 0.05% | 162 |
|
|
2018
Q1 | $232K | Buy |
+4,030
| New | +$226K | 0.05% | 155 |
|
Other funds holding NWN
VNIM
Empirical Wealth Management's NWN Position: Q2 2026 in Review
Empirical Wealth Management reduced its Northwest Natural Holdings (NWN) stake by 0.14% in Q2 2026, selling an estimated $666 and leaving 9,521 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #711.
Empirical Wealth Management first reported a position in NWN in Q1 2018 and has held it in 34 quarters since. The position peaked at $973K in Q4 2019. 320 funds tracked by Wall St. Rank hold NWN as of Q2 2026.
- Empirical Wealth Management held 9,521 shares of Northwest Natural Holdings worth $467K as of Q2 2026.
- Empirical Wealth Management sold 13 Northwest Natural Holdings shares in Q2 2026, an estimated $666.
- Northwest Natural Holdings made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #711 holding.
- Empirical Wealth Management first reported a position in Northwest Natural Holdings in Q1 2018 and has held it in 34 quarters since.
- Empirical Wealth Management's Northwest Natural Holdings position peaked at $973K in Q4 2019.
- 320 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.