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Oakmont Investment Advisors’s Northwest Natural Holdings NWN Stock Holding History

Oakmont Investment 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 		$319K Buy
6,500
+500
+8% +$25.6K 0.22% 102
2026
Q1 		$319K Hold
6,000
– – 0.29% 73
2025
Q4 		$280K Buy
+6,000
New +$280K 0.21% 96

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

Oakmont Investment Advisors's NWN Position: Q2 2026 in Review

Oakmont Investment Advisors increased its Northwest Natural Holdings (NWN) stake by 8.3% in Q2 2026, buying an estimated $25.6K and bringing the position to 6,500 shares worth $319K. The position accounts for 0.22% of the portfolio, ranked #102.

Oakmont Investment Advisors first reported a position in NWN in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q1 2026. 317 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Oakmont Investment Advisors held 6,500 shares of Northwest Natural Holdings worth $319K as of Q2 2026.
  • Oakmont Investment Advisors bought 500 Northwest Natural Holdings shares in Q2 2026, an estimated $25.6K.
  • Northwest Natural Holdings made up 0.22% of Oakmont Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Oakmont Investment Advisors first reported a position in Northwest Natural Holdings in Q4 2025 and has held it in 3 quarters since.
  • Oakmont Investment Advisors's Northwest Natural Holdings position peaked at $319K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.