Stone House Investment Management’s Norwood Financial Corp NWFL Stock Holding History

Stone House Investment Management’s Portfolio NWFL Stock Details NWFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.1K	Hold	379	–	–	﹤0.01%	336
2025 Q4	$10.6K	Hold	379	–	–	﹤0.01%	316
2025 Q3	$9.63K	Hold	379	–	–	﹤0.01%	293
2025 Q2	$9.76K	Hold	379	–	–	﹤0.01%	266
2025 Q1	$9.15K	Buy	+379	New	+$9.71K	﹤0.01%	256
2024 Q4	–	Sell	-379	Closed	-$10.4K	–	260
2024 Q3	$10.4K	Hold	379	–	–	﹤0.01%	221
2024 Q2	$9.61K	Hold	379	–	–	﹤0.01%	225
2024 Q1	$10.3K	Buy	379 +4	+1%	+$111	﹤0.01%	228
2023 Q4	$12.3K	Buy	375 +5	+1%	+$141	﹤0.01%	150
2023 Q3	$9.54K	Buy	370 +3	+0.8%	+$86	﹤0.01%	167
2023 Q2	$10.8K	Buy	367 +4	+1%	+$110	﹤0.01%	158
2023 Q1	$10.7K	Buy	+363	New	+$12K	﹤0.01%	154

Other funds holding NWFL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stone House Investment Management's NWFL Position: Q1 2026 in Review

Stone House Investment Management held its Norwood Financial Corp (NWFL) position steady in Q1 2026 at 379 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Stone House Investment Management first reported a position in NWFL in Q1 2023 and has held it in 12 quarters since. The position peaked at $12.3K in Q4 2023. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

Stone House Investment Management held 379 shares of Norwood Financial Corp worth $11.1K as of Q1 2026.
Stone House Investment Management left its Norwood Financial Corp share count unchanged in Q1 2026.
Norwood Financial Corp made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #336 holding.
Stone House Investment Management first reported a position in Norwood Financial Corp in Q1 2023 and has held it in 12 quarters since.
Stone House Investment Management's Norwood Financial Corp position peaked at $12.3K in Q4 2023.
107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.