Keudell/Morrison Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

Keudell/Morrison 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	$234K	Sell	4,768 -55	-1%	-$2.82K	0.04%	234
2026 Q1	$257K	Buy	4,823 +120	+3%	+$5.95K	0.05%	199
2025 Q4	$220K	Buy	+4,703	New	+$219K	0.05%	216
2019 Q2	–	Sell	-4,216	Closed	-$277K	–	148
2019 Q1	$277K	Buy	+4,216	New	+$264K	0.24%	107

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

Keudell/Morrison Wealth Management's NWN Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Northwest Natural Holdings (NWN) stake by 1.1% in Q2 2026, selling an estimated $2.82K and leaving 4,768 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #234.

Keudell/Morrison Wealth Management first reported a position in NWN in Q1 2019 and has held it in 4 quarters since. The position peaked at $277K in Q1 2019. 321 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

Keudell/Morrison Wealth Management held 4,768 shares of Northwest Natural Holdings worth $234K as of Q2 2026.
Keudell/Morrison Wealth Management sold 55 Northwest Natural Holdings shares in Q2 2026, an estimated $2.82K.
Northwest Natural Holdings made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #234 holding.
Keudell/Morrison Wealth Management first reported a position in Northwest Natural Holdings in Q1 2019 and has held it in 4 quarters since.
Keudell/Morrison Wealth Management's Northwest Natural Holdings position peaked at $277K in Q1 2019.
321 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.