Pinnacle Wealth Planning Services’s Northwest Natural Holdings NWN Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$33.6K	Sell	720 -17	-2%	-$844	﹤0.01%	1525
2026 Q2	$36.2K	Buy	737 +5	+0.7%	+$256	﹤0.01%	1497
2026 Q1	$39K	Buy	732 +58	+9%	+$2.87K	﹤0.01%	1335
2025 Q4	$31.5K	Buy	+674	New	+$31.4K	﹤0.01%	1491
2021 Q1	–	Sell	-1,315	Closed	-$61K	–	1422
2020 Q4	$61K	Buy	+1,315	New	+$62.3K	0.01%	702

Other funds holding NWN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's NWN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Northwest Natural Holdings (NWN) stake by 2.3% in Q3 2026, selling an estimated $844 and leaving 720 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Pinnacle Wealth Planning Services first reported a position in NWN in Q4 2020 and has held it in 5 quarters since. The position peaked at $61K in Q4 2020. 191 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

Pinnacle Wealth Planning Services held 720 shares of Northwest Natural Holdings worth $33.6K as of Q3 2026.
Pinnacle Wealth Planning Services sold 17 Northwest Natural Holdings shares in Q3 2026, an estimated $844.
Northwest Natural Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1525 holding.
Pinnacle Wealth Planning Services first reported a position in Northwest Natural Holdings in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Northwest Natural Holdings position peaked at $61K in Q4 2020.
191 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.