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SJS Investment Consulting’s Northwest Natural Holdings NWN Stock Holding History

SJS Investment Consulting’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 		$5.25K Buy
+107
New +$5.48K ﹤0.01% 1366
2024
Q1 		– Sell
-1
Closed -$39 – 1677
2023
Q4 		$39 Hold
1
– – ﹤0.01% 1597
2023
Q3 		$39 Buy
+1
New +$41 ﹤0.01% 1605
2022
Q4 		– Sell
-1
Closed – – 1668
2022
Q3 		$0 Buy
+1
New +$51 ﹤0.01% 1391

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 $3.38T 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
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

SJS Investment Consulting's NWN Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in Northwest Natural Holdings (NWN) in Q2 2026: 107 shares worth $5.25K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: SJS Investment Consulting previously reported a position in NWN as recently as Q4 2023.

SJS Investment Consulting first reported a position in NWN in Q3 2022 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • SJS Investment Consulting held 107 shares of Northwest Natural Holdings worth $5.25K as of Q2 2026.
  • Northwest Natural Holdings was a new SJS Investment Consulting position in Q2 2026.
  • Northwest Natural Holdings made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1366 holding.
  • SJS Investment Consulting first reported a position in Northwest Natural Holdings in Q3 2022 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.