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Golden State Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

Golden State 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
Q1 		– Sell
-241
Closed -$11.3K – 1695
2025
Q4 		$11.3K Buy
241
+2
+0.8% +$93 ﹤0.01% 1076
2025
Q3 		$10.8K Buy
239
+3
+1% +$124 ﹤0.01% 1082
2025
Q2 		$9.4K Buy
+236
New +$9.79K ﹤0.01% 1088

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 $3.38T AUM 44.17% 1-Year Est. Return
Vaughan Nelson Investment Management
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Golden State Wealth Management's NWN Position: Q1 2026 in Review

Golden State Wealth Management sold out of Northwest Natural Holdings (NWN) in Q1 2026, closing a stake of 241 shares — an estimated $11.3K sold.

Golden State Wealth Management first reported a position in NWN in Q2 2025 and held it in 3 quarters. The position peaked at $11.3K in Q4 2025. 329 funds tracked by Wall St. Rank hold NWN as of Q1 2026.

  • Golden State Wealth Management reported no remaining Northwest Natural Holdings position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 241 Northwest Natural Holdings shares in Q1 2026, an estimated $11.3K.
  • Golden State Wealth Management first reported a position in Northwest Natural Holdings in Q2 2025 and held it in 3 quarters.
  • Golden State Wealth Management's Northwest Natural Holdings position peaked at $11.3K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.