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Horizon Investment Services’s Northwest Natural Holdings NWN Stock Holding History

Horizon Investment Services’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 		$228K Buy
4,651
+189
+4% +$9.68K 0.06% 139
2026
Q1 		$237K Buy
+4,462
New +$221K 0.08% 125

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

Horizon Investment Services's NWN Position: Q2 2026 in Review

Horizon Investment Services increased its Northwest Natural Holdings (NWN) stake by 4.2% in Q2 2026, buying an estimated $9.68K and bringing the position to 4,651 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #139.

Horizon Investment Services first reported a position in NWN in Q1 2026 and has held it in 2 quarters since. The position peaked at $237K in Q1 2026. 321 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Horizon Investment Services held 4,651 shares of Northwest Natural Holdings worth $228K as of Q2 2026.
  • Horizon Investment Services bought 189 Northwest Natural Holdings shares in Q2 2026, an estimated $9.68K.
  • Northwest Natural Holdings made up 0.06% of Horizon Investment Services's portfolio in Q2 2026, its #139 holding.
  • Horizon Investment Services first reported a position in Northwest Natural Holdings in Q1 2026 and has held it in 2 quarters since.
  • Horizon Investment Services's Northwest Natural Holdings position peaked at $237K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.