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Strategic Wealth Advisors’s Northwest Natural Holdings NWN Stock Holding History

Strategic Wealth 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 		$14K Hold
313
– – 0.01% 162
2026
Q1 		$16K Hold
313
– – 0.01% 157
2025
Q4 		$14K Buy
+313
New +$14.6K 0.01% 162

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

Strategic Wealth Advisors's NWN Position: Q2 2026 in Review

Strategic Wealth Advisors held its Northwest Natural Holdings (NWN) position steady in Q2 2026 at 313 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #162.

Strategic Wealth Advisors first reported a position in NWN in Q4 2025 and has held it in 3 quarters since. The position peaked at $16K in Q1 2026. 318 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Strategic Wealth Advisors held 313 shares of Northwest Natural Holdings worth $14K as of Q2 2026.
  • Strategic Wealth Advisors left its Northwest Natural Holdings share count unchanged in Q2 2026.
  • Northwest Natural Holdings made up 0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Strategic Wealth Advisors first reported a position in Northwest Natural Holdings in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Northwest Natural Holdings position peaked at $16K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.