Global Retirement Partners’s Northwest Natural Holdings NWN Stock Holding History

Global Retirement Partners’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
2025 Q4	$16.4K	Hold	350	–	–	﹤0.01%	2950
2025 Q3	$15.7K	Hold	350	–	–	﹤0.01%	2504
2025 Q2	$13.9K	Buy	+350	New	+$14.5K	﹤0.01%	2452
2024 Q4	$13.8K	Buy	+350	New	+$14.3K	﹤0.01%	2275
2024 Q1	–	Sell	-43	Closed	-$1.63K	–	3452
2023 Q4	$1.63K	Buy	43 +24	+126%	+$912	﹤0.01%	2746
2023 Q3	$719	Hold	19	–	–	﹤0.01%	2857
2023 Q2	$818	Buy	19 +5	+36%	+$226	﹤0.01%	2834
2023 Q1	$646	Buy	+14	New	+$677	﹤0.01%	2856
2022 Q3	–	Sell	-5	Closed	–	–	2887
2022 Q2	$0	Buy	+5	New	+$258	﹤0.01%	2821

Other funds holding NWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Retirement Partners's NWN Position: Q4 2025 in Review

Global Retirement Partners held its Northwest Natural Holdings (NWN) position steady in Q4 2025 at 350 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

Global Retirement Partners first reported a position in NWN in Q2 2022 and has held it in 9 quarters since. 309 funds tracked by Wall St. Rank hold NWN as of Q4 2025.

Global Retirement Partners held 350 shares of Northwest Natural Holdings worth $16.4K as of Q4 2025.
Global Retirement Partners left its Northwest Natural Holdings share count unchanged in Q4 2025.
Northwest Natural Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2950 holding.
Global Retirement Partners first reported a position in Northwest Natural Holdings in Q2 2022 and has held it in 9 quarters since.
309 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.