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Inspire Advisors’s Northwest Natural Holdings NWN Stock Holding History

Inspire Advisors’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 		$410K Buy
+8,357
New +$428K 0.03% 426
2025
Q2 		– Sell
-65,112
Closed -$2.78M – 542
2025
Q1 		$2.78M Buy
65,112
+18,723
+40% +$763K 0.32% 44
2024
Q4 		$1.84M Buy
46,389
+4,472
+11% +$182K 0.22% 70
2024
Q3 		$1.71M Buy
41,917
+3,351
+9% +$131K 0.21% 72
2024
Q2 		$1.39M Buy
+38,566
New +$1.43M 0.18% 76

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

Inspire Advisors's NWN Position: Q2 2026 in Review

Inspire Advisors opened a new position in Northwest Natural Holdings (NWN) in Q2 2026: 8,357 shares worth $410K. The stake represents 0.03% of the portfolio and ranks #426 among its holdings. This is a return to the name: Inspire Advisors previously reported a position in NWN as recently as Q1 2025.

Inspire Advisors first reported a position in NWN in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.78M in Q1 2025. 320 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Inspire Advisors held 8,357 shares of Northwest Natural Holdings worth $410K as of Q2 2026.
  • Northwest Natural Holdings was a new Inspire Advisors position in Q2 2026.
  • Northwest Natural Holdings made up 0.03% of Inspire Advisors's portfolio in Q2 2026, its #426 holding.
  • Inspire Advisors first reported a position in Northwest Natural Holdings in Q2 2024 and has held it in 5 quarters since.
  • Inspire Advisors's Northwest Natural Holdings position peaked at $2.78M in Q1 2025.
  • 320 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.