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Rise Advisors’s Northwest Natural Holdings NWN Stock Holding History

Rise 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
2025
Q4 		– Sell
-308
Closed -$13.8K – 1006
2025
Q3 		$13.8K Hold
308
– – 0.01% 804
2025
Q2 		$12.2K Hold
308
– – ﹤0.01% 865
2025
Q1 		$13.2K Buy
+308
New +$12.6K 0.01% 791

Other funds holding NWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rise Advisors's NWN Position: Q4 2025 in Review

Rise Advisors sold out of Northwest Natural Holdings (NWN) in Q4 2025, closing a stake of 308 shares — an estimated $13.8K sold.

Rise Advisors first reported a position in NWN in Q1 2025 and held it in 3 quarters. The position peaked at $13.8K in Q3 2025. 309 funds tracked by Wall St. Rank hold NWN as of Q4 2025.

  • Rise Advisors reported no remaining Northwest Natural Holdings position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 308 Northwest Natural Holdings shares in Q4 2025, an estimated $13.8K.
  • Rise Advisors first reported a position in Northwest Natural Holdings in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Northwest Natural Holdings position peaked at $13.8K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.