Sequoia Financial Advisors’s Northwest Natural Holdings NWN Stock Holding History

Sequoia Financial 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
2026 Q2	$504K	Buy	+10,272	New	+$526K	﹤0.01%	1336

Other funds holding NWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sequoia Financial Advisors's NWN Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Northwest Natural Holdings (NWN) in Q2 2026: 10,272 shares worth $504K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings.

320 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

Sequoia Financial Advisors held 10,272 shares of Northwest Natural Holdings worth $504K as of Q2 2026.
Northwest Natural Holdings was a new Sequoia Financial Advisors position in Q2 2026.
Northwest Natural Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1336 holding.
320 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.