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Gilpin Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

Gilpin Wealth 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
Q3 		$234 Sell
5
-1
-17% -$50 ﹤0.01% 1072
2026
Q2 		$295 Buy
6
+2
+50% +$102 ﹤0.01% 829
2026
Q1 		$213 Buy
4
+2
+100% +$99 ﹤0.01% 844
2025
Q4 		$94 Buy
+2
New +$93 ﹤0.01% 847

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Gilpin Wealth Management's NWN Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Northwest Natural Holdings (NWN) stake by 17% in Q3 2026, selling an estimated $50 and leaving 5 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Gilpin Wealth Management first reported a position in NWN in Q4 2025 and has held it in 4 quarters since. The position peaked at $295 in Q2 2026. 14 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Northwest Natural Holdings worth $234 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Northwest Natural Holdings share in Q3 2026, an estimated $50.
  • Northwest Natural Holdings made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1072 holding.
  • Gilpin Wealth Management first reported a position in Northwest Natural Holdings in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Northwest Natural Holdings position peaked at $295 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.