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True Wealth Design’s Northwest Natural Holdings NWN Stock Holding History

True Wealth Design’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 		– Sell
-4
Closed -$213 – 2820
2026
Q1 		$213 Hold
4
– – ﹤0.01% 2321
2025
Q4 		$187 Buy
+4
New +$187 ﹤0.01% 2241
2025
Q3 		– Sell
-17
Closed -$676 – 2829
2025
Q2 		$676 Sell
17
-6
-26% -$249 ﹤0.01% 1620
2025
Q1 		$983 Buy
+23
New +$938 ﹤0.01% 1273
2024
Q4 		– Sell
-94
Closed -$3.84K – 1472
2024
Q3 		$3.84K Buy
+94
New +$3.67K ﹤0.01% 626

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

True Wealth Design's NWN Position: Q2 2026 in Review

True Wealth Design sold out of Northwest Natural Holdings (NWN) in Q2 2026, closing a stake of 4 shares — an estimated $213 sold.

True Wealth Design first reported a position in NWN in Q3 2024 and held it in 5 quarters. The position peaked at $3.84K in Q3 2024. 319 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • True Wealth Design reported no remaining Northwest Natural Holdings position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 4 Northwest Natural Holdings shares in Q2 2026, an estimated $213.
  • True Wealth Design first reported a position in Northwest Natural Holdings in Q3 2024 and held it in 5 quarters.
  • True Wealth Design's Northwest Natural Holdings position peaked at $3.84K in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.