JFS Wealth Advisors’s Northwest Natural Holdings NWN Stock Holding History

JFS Wealth 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	$982	Buy	20 +19	+1,900%	+$973	﹤0.01%	1812
2026 Q1	$54	Hold	1	–	–	﹤0.01%	1860
2025 Q4	$47	Buy	+1	New	+$47	﹤0.01%	1905
2025 Q2	–	Sell	-1	Closed	-$43	–	1943
2025 Q1	$43	Hold	1	–	–	﹤0.01%	1901
2024 Q4	$40	Hold	1	–	–	﹤0.01%	1916
2024 Q3	$41	Hold	1	–	–	﹤0.01%	1940
2024 Q2	$37	Hold	1	–	–	﹤0.01%	1968
2024 Q1	$38	Hold	1	–	–	﹤0.01%	1987
2023 Q4	$39	Buy	+1	New	+$38	﹤0.01%	1983
2023 Q3	–	Sell	-1	Closed	-$44	–	1994
2023 Q2	$44	Sell	1 -1	-50%	-$45	﹤0.01%	1955
2023 Q1	$96	Buy	2 +1	+100%	+$48	﹤0.01%	1892
2022 Q4	$48	Sell	1 -1	-50%	-$47	﹤0.01%	1926
2022 Q3	$0	Buy	+2	New	+$101	﹤0.01%	1866
2015 Q2	–	Sell	-1,000	Closed	-$48K	–	517
2015 Q1	$48K	Hold	1,000	–	–	0.02%	185
2014 Q4	$50K	Buy	+1,000	New	+$46.6K	0.01%	186

Other funds holding NWN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JFS Wealth Advisors's NWN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Northwest Natural Holdings (NWN) stake by 1,900% in Q2 2026, buying an estimated $973 and bringing the position to 20 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

JFS Wealth Advisors first reported a position in NWN in Q4 2014 and has held it in 15 quarters since. The position peaked at $50K in Q4 2014. 319 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

JFS Wealth Advisors held 20 shares of Northwest Natural Holdings worth $982 as of Q2 2026.
JFS Wealth Advisors bought 19 Northwest Natural Holdings shares in Q2 2026, an estimated $973.
Northwest Natural Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1812 holding.
JFS Wealth Advisors first reported a position in Northwest Natural Holdings in Q4 2014 and has held it in 15 quarters since.
JFS Wealth Advisors's Northwest Natural Holdings position peaked at $50K in Q4 2014.
319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.