Mercer Global Advisors
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Mercer Global Advisors’s Northwest Natural Holdings NWN Stock Holding History

Mercer Global 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 		$570K Buy
11,616
+2,464
+27% +$126K ﹤0.01% 2175
2026
Q1 		$487K Buy
9,152
+493
+6% +$24.4K ﹤0.01% 2007
2025
Q4 		$405K Buy
8,659
+2,498
+41% +$117K ﹤0.01% 2014
2025
Q3 		$277K Buy
+6,161
New +$256K ﹤0.01% 2147
2021
Q3 		– Sell
-13,507
Closed -$709K – 1798
2021
Q2 		$709K Buy
+13,507
New +$730K 0.01% 984

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

Mercer Global Advisors's NWN Position: Q2 2026 in Review

Mercer Global Advisors increased its Northwest Natural Holdings (NWN) stake by 27% in Q2 2026, buying an estimated $126K and bringing the position to 11,616 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Mercer Global Advisors first reported a position in NWN in Q2 2021 and has held it in 5 quarters since. The position peaked at $709K in Q2 2021. 319 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Mercer Global Advisors held 11,616 shares of Northwest Natural Holdings worth $570K as of Q2 2026.
  • Mercer Global Advisors bought 2,464 Northwest Natural Holdings shares in Q2 2026, an estimated $126K.
  • Northwest Natural Holdings made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2175 holding.
  • Mercer Global Advisors first reported a position in Northwest Natural Holdings in Q2 2021 and has held it in 5 quarters since.
  • Mercer Global Advisors's Northwest Natural Holdings position peaked at $709K in Q2 2021.
  • 319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.