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Farther Finance Advisors’s Northwest Natural Holdings NWN Stock Holding History

Farther Finance 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
Q3 		$46.2K Buy
991
+17
+2% +$844 ﹤0.01% 3490
2026
Q2 		$47.8K Sell
974
-8
-0.8% -$410 ﹤0.01% 3280
2026
Q1 		$52.7K Sell
982
-4
-0.4% -$198 ﹤0.01% 2965
2025
Q4 		$46.1K Sell
986
-358
-27% -$16.7K ﹤0.01% 2882
2025
Q3 		$60.4K Buy
1,344
+657
+96% +$27.3K ﹤0.01% 2342
2025
Q2 		$27.3K Buy
687
+172
+33% +$7.13K ﹤0.01% 2481
2025
Q1 		$22.1K Buy
515
+127
+33% +$5.18K ﹤0.01% 2340
2024
Q4 		$15.3K Sell
388
-15
-4% -$612 ﹤0.01% 2200
2024
Q3 		$16.4K Buy
403
+388
+2,587% +$15.2K ﹤0.01% 2170
2024
Q2 		$536 Hold
15
– – ﹤0.01% 3267
2024
Q1 		$557 Sell
15
-31
-67% -$1.16K ﹤0.01% 2989
2023
Q4 		$1.79K Buy
46
+23
+100% +$874 ﹤0.01% 2478
2023
Q3 		$878 Hold
23
– – ﹤0.01% 2112
2023
Q2 		$990 Hold
23
– – ﹤0.01% 1983
2023
Q1 		$1.09K Sell
23
-19
-45% -$918 ﹤0.01% 1821
2022
Q4 		$2K Buy
+42
New +$1.97K ﹤0.01% 1447

Other funds holding NWN

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's NWN Position: Q3 2026 in Review

Farther Finance Advisors increased its Northwest Natural Holdings (NWN) stake by 1.7% in Q3 2026, buying an estimated $844 and bringing the position to 991 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

Farther Finance Advisors first reported a position in NWN in Q4 2022 and has held it in 16 quarters since. The position peaked at $60.4K in Q3 2025. 14 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

  • Farther Finance Advisors held 991 shares of Northwest Natural Holdings worth $46.2K as of Q3 2026.
  • Farther Finance Advisors bought 17 Northwest Natural Holdings shares in Q3 2026, an estimated $844.
  • Northwest Natural Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3490 holding.
  • Farther Finance Advisors first reported a position in Northwest Natural Holdings in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Northwest Natural Holdings position peaked at $60.4K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.