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Twin Peaks Wealth Advisors’s Northwest Natural Holdings NWN Stock Holding History

Twin Peaks 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 		– Sell
-100
Closed -$5.32K – 1543
2026
Q1 		$5.32K Buy
+100
New +$4.96K ﹤0.01% 1363
2025
Q3 		– Sell
-153
Closed -$6.25K – 1461
2025
Q2 		$6.25K Buy
+153
New +$6.34K ﹤0.01% 1190

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

Twin Peaks Wealth Advisors's NWN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Northwest Natural Holdings (NWN) in Q2 2026, closing a stake of 100 shares — an estimated $5.32K sold.

Twin Peaks Wealth Advisors first reported a position in NWN in Q2 2025 and held it in 2 quarters. The position peaked at $6.25K in Q2 2025. 320 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Northwest Natural Holdings position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 100 Northwest Natural Holdings shares in Q2 2026, an estimated $5.32K.
  • Twin Peaks Wealth Advisors first reported a position in Northwest Natural Holdings in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Northwest Natural Holdings position peaked at $6.25K in Q2 2025.
  • 320 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

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