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Salomon & Ludwin’s Northwest Natural Holdings NWN Stock Holding History

Salomon & Ludwin’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 		$30.7K Buy
629
+217
+53% +$11.1K ﹤0.01% 835
2026
Q1 		$22.5K Buy
412
+128
+45% +$6.34K ﹤0.01% 1002
2025
Q4 		$13.2K Buy
284
+98
+53% +$4.57K ﹤0.01% 1235
2025
Q3 		$8.26K Buy
+186
New +$7.72K ﹤0.01% 1453

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

Salomon & Ludwin's NWN Position: Q2 2026 in Review

Salomon & Ludwin increased its Northwest Natural Holdings (NWN) stake by 53% in Q2 2026, buying an estimated $11.1K and bringing the position to 629 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Salomon & Ludwin first reported a position in NWN in Q3 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Salomon & Ludwin held 629 shares of Northwest Natural Holdings worth $30.7K as of Q2 2026.
  • Salomon & Ludwin bought 217 Northwest Natural Holdings shares in Q2 2026, an estimated $11.1K.
  • Northwest Natural Holdings made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #835 holding.
  • Salomon & Ludwin first reported a position in Northwest Natural Holdings in Q3 2025 and has held it in 4 quarters since.
  • 319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.