HI
NWN icon

Horizon Investments’s Northwest Natural Holdings NWN Stock Holding History

Horizon Investments’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 		$782K Buy
16,090
+2,502
+18% +$128K 0.01% 818
2026
Q1 		$716K Buy
13,588
+106
+0.8% +$5.25K 0.01% 777
2025
Q4 		$630K Buy
+13,482
New +$629K 0.01% 764

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
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 Investments's NWN Position: Q2 2026 in Review

Horizon Investments increased its Northwest Natural Holdings (NWN) stake by 18% in Q2 2026, buying an estimated $128K and bringing the position to 16,090 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #818.

Horizon Investments first reported a position in NWN in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Horizon Investments held 16,090 shares of Northwest Natural Holdings worth $782K as of Q2 2026.
  • Horizon Investments bought 2,502 Northwest Natural Holdings shares in Q2 2026, an estimated $128K.
  • Northwest Natural Holdings made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #818 holding.
  • Horizon Investments first reported a position in Northwest Natural Holdings in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.