SVB Wealth’s Northwest Natural Holdings NWN Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-199	Closed	-$8.5K	–	1237
2025 Q1	$8.5K	Buy	+199	New	+$8.11K	﹤0.01%	921

Other funds holding NWN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SVB Wealth's NWN Position: Q2 2025 in Review

SVB Wealth sold out of Northwest Natural Holdings (NWN) in Q2 2025, closing a stake of 199 shares — an estimated $8.5K sold.

SVB Wealth first reported a position in NWN in Q1 2025 and held it in 1 quarter. The position peaked at $8.5K in Q1 2025. 282 funds tracked by Wall St. Rank hold NWN as of Q2 2025.

SVB Wealth reported no remaining Northwest Natural Holdings position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 199 Northwest Natural Holdings shares in Q2 2025, an estimated $8.5K.
SVB Wealth first reported a position in Northwest Natural Holdings in Q1 2025 and held it in 1 quarter.
SVB Wealth's Northwest Natural Holdings position peaked at $8.5K in Q1 2025.
282 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.