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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
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

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

Pinnacle Wealth Planning Services's NWN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Northwest Natural Holdings (NWN) stake by 0.68% in Q2 2026, buying an estimated $256 and bringing the position to 737 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Pinnacle Wealth Planning Services first reported a position in NWN in Q4 2020 and has held it in 4 quarters since. The position peaked at $61K in Q4 2020. 321 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 737 shares of Northwest Natural Holdings worth $36.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 5 Northwest Natural Holdings shares in Q2 2026, an estimated $256.
  • Northwest Natural Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1497 holding.
  • Pinnacle Wealth Planning Services first reported a position in Northwest Natural Holdings in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Northwest Natural Holdings position peaked at $61K in Q4 2020.
  • 321 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.