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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
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

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

Gilpin Wealth Management's NWN Position: Q2 2026 in Review

Gilpin Wealth Management increased its Northwest Natural Holdings (NWN) stake by 50% in Q2 2026, buying an estimated $102 and bringing the position to 6 shares worth $295. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Gilpin Wealth Management first reported a position in NWN in Q4 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Gilpin Wealth Management held 6 shares of Northwest Natural Holdings worth $295 as of Q2 2026.
  • Gilpin Wealth Management bought 2 Northwest Natural Holdings shares in Q2 2026, an estimated $102.
  • Northwest Natural Holdings made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #829 holding.
  • Gilpin Wealth Management first reported a position in Northwest Natural Holdings in Q4 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.