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Significant Wealth Partners’s Northwest Natural Holdings NWN Stock Holding History

Significant Wealth 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
Q2 		$214K Buy
4,361
+93
+2% +$4.76K 0.23% 96
2026
Q1 		$227K Buy
+4,268
New +$211K 0.28% 87
2025
Q4 		– Sell
-9,144
Closed -$411K – 97
2025
Q3 		$411K Buy
9,144
+1,361
+17% +$56.5K 0.2% 57
2025
Q2 		$309K Sell
7,783
-358
-4% -$14.8K 0.15% 68
2025
Q1 		$348K Buy
8,141
+1,299
+19% +$53K 0.18% 49
2024
Q4 		$271K Buy
+6,842
New +$279K 0.14% 57

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

Significant Wealth Partners's NWN Position: Q2 2026 in Review

Significant Wealth Partners increased its Northwest Natural Holdings (NWN) stake by 2.2% in Q2 2026, buying an estimated $4.76K and bringing the position to 4,361 shares worth $214K. The position accounts for 0.23% of the portfolio, ranked #96.

Significant Wealth Partners first reported a position in NWN in Q4 2024 and has held it in 6 quarters since. The position peaked at $411K in Q3 2025. 319 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Significant Wealth Partners held 4,361 shares of Northwest Natural Holdings worth $214K as of Q2 2026.
  • Significant Wealth Partners bought 93 Northwest Natural Holdings shares in Q2 2026, an estimated $4.76K.
  • Northwest Natural Holdings made up 0.23% of Significant Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Significant Wealth Partners first reported a position in Northwest Natural Holdings in Q4 2024 and has held it in 6 quarters since.
  • Significant Wealth Partners's Northwest Natural Holdings position peaked at $411K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.