Private Wealth Management Group’s Northwest Natural Holdings NWN Stock Holding History

Private Wealth Management Group’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 Q1	$7.34K	Sell	138 -12	-8%	-$595	﹤0.01%	630
2025 Q4	$7.01K	Hold	150	–	–	﹤0.01%	640
2025 Q3	$6.74K	Hold	150	–	–	﹤0.01%	671
2025 Q2	$5.96K	Hold	150	–	–	﹤0.01%	681
2025 Q1	$6.41K	Hold	150	–	–	﹤0.01%	623
2024 Q4	$5.93K	Hold	150	–	–	﹤0.01%	676
2024 Q3	$6.12K	Hold	150	–	–	﹤0.01%	650
2024 Q2	$5.42K	Buy	150 +131	+689%	+$4.84K	﹤0.01%	674
2024 Q1	$708	Sell	19 -10	-34%	-$374	﹤0.01%	1372
2023 Q4	$1.13K	Buy	+29	New	+$1.1K	﹤0.01%	1220

Other funds holding NWN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return