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SHP Wealth Management’s Northwest Natural Holdings NWN Stock Holding History

SHP Wealth Management’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 		$4.91K Buy
+100
New +$5.12K ﹤0.01% 1169

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

SHP Wealth Management's NWN Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Northwest Natural Holdings (NWN) in Q2 2026: 100 shares worth $4.91K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings.

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

  • SHP Wealth Management held 100 shares of Northwest Natural Holdings worth $4.91K as of Q2 2026.
  • Northwest Natural Holdings was a new SHP Wealth Management position in Q2 2026.
  • Northwest Natural Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1169 holding.
  • 319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.