Fortitude Family Office’s Northwest Natural Holdings NWN Stock Holding History

Fortitude Family Office’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	$1.07K	Hold	23	–	–	﹤0.01%	2225
2026 Q2	$1.13K	Buy	23 +10	+77%	+$512	﹤0.01%	1709
2026 Q1	$692	Hold	13	–	–	﹤0.01%	1612
2025 Q4	$608	Hold	13	–	–	﹤0.01%	1631
2025 Q3	$584	Buy	13 +12	+1,200%	+$498	﹤0.01%	1745
2025 Q2	$40	Buy	+1	New	+$41	﹤0.01%	2018

Other funds holding NWN

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

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

Fortitude Family Office's NWN Position: Q3 2026 in Review

Fortitude Family Office held its Northwest Natural Holdings (NWN) position steady in Q3 2026 at 23 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Fortitude Family Office first reported a position in NWN in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.13K in Q2 2026. 23 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

Fortitude Family Office held 23 shares of Northwest Natural Holdings worth $1.07K as of Q3 2026.
Fortitude Family Office left its Northwest Natural Holdings share count unchanged in Q3 2026.
Northwest Natural Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2225 holding.
Fortitude Family Office first reported a position in Northwest Natural Holdings in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Northwest Natural Holdings position peaked at $1.13K in Q2 2026.
23 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.