Institute for Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

Institute for 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 Q2	$34.3K	Buy	+700	New	+$35.9K	﹤0.01%	981

Other funds holding NWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Institute for Wealth Management's NWN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Northwest Natural Holdings (NWN) in Q2 2026: 700 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings.

157 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

Institute for Wealth Management held 700 shares of Northwest Natural Holdings worth $34.3K as of Q2 2026.
Northwest Natural Holdings was a new Institute for Wealth Management position in Q2 2026.
Northwest Natural Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #981 holding.
157 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.