Root Financial Partners
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Root Financial Partners’s Northwest Natural Holdings NWN Stock Holding History

Root Financial Partners’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 		$240K Sell
5,136
-18
-0.3% -$893 0.01% 380
2026
Q2 		$253K Sell
5,154
-11
-0.2% -$563 0.01% 325
2026
Q1 		$275K Buy
5,165
+5,163
+258,150% +$256K 0.01% 267
2025
Q4 		$93 Buy
2
+1
+100% +$47 ﹤0.01% 2337
2025
Q3 		$45 Buy
+1
New +$41 ﹤0.01% 2272

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Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Edgestream Partners
Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Root Financial Partners's NWN Position: Q3 2026 in Review

Root Financial Partners reduced its Northwest Natural Holdings (NWN) stake by 0.35% in Q3 2026, selling an estimated $893 and leaving 5,136 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #380.

Root Financial Partners first reported a position in NWN in Q3 2025 and has held it in 5 quarters since. The position peaked at $275K in Q1 2026. 184 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

  • Root Financial Partners held 5,136 shares of Northwest Natural Holdings worth $240K as of Q3 2026.
  • Root Financial Partners sold 18 Northwest Natural Holdings shares in Q3 2026, an estimated $893.
  • Northwest Natural Holdings made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #380 holding.
  • Root Financial Partners first reported a position in Northwest Natural Holdings in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Northwest Natural Holdings position peaked at $275K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.