UMB Bank’s Northwest Natural Holdings NWN Stock Holding History

UMB Bank’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 Q1	$27.9K	Buy	525 +12	+2%	+$595	﹤0.01%	1479
2025 Q4	$24K	Buy	513 +4	+0.8%	+$187	﹤0.01%	1497
2025 Q3	$22.9K	Buy	509 +325	+177%	+$13.5K	﹤0.01%	1402
2025 Q2	$7.31K	Buy	184 +10	+6%	+$415	﹤0.01%	1708
2025 Q1	$7.43K	Sell	174 -40	-19%	-$1.63K	﹤0.01%	1647
2024 Q4	$8.47K	Hold	214	–	–	﹤0.01%	1520
2024 Q3	$8.74K	Buy	214 +153	+251%	+$5.98K	﹤0.01%	1536
2024 Q2	$2.2K	Buy	+61	New	+$2.25K	﹤0.01%	1738
2022 Q2	–	Sell	-300	Closed	-$16K	–	1994
2022 Q1	$16K	Buy	+300	New	+$15K	﹤0.01%	1331

Other funds holding NWN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Geode Capital Management

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

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

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

First Trust Advisors

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

Dimensional Fund Advisors

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