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Whipplewood Advisors’s Northwest Natural Holdings NWN Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-15
Closed -$596 – 896
2025
Q2 		$596 Buy
+15
New +$622 ﹤0.01% 1102

Other funds holding NWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whipplewood Advisors's NWN Position: Q3 2025 in Review

Whipplewood Advisors sold out of Northwest Natural Holdings (NWN) in Q3 2025, closing a stake of 15 shares — an estimated $596 sold.

Whipplewood Advisors first reported a position in NWN in Q2 2025 and held it in 1 quarter. The position peaked at $596 in Q2 2025. 285 funds tracked by Wall St. Rank hold NWN as of Q3 2025.

  • Whipplewood Advisors reported no remaining Northwest Natural Holdings position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 15 Northwest Natural Holdings shares in Q3 2025, an estimated $596.
  • Whipplewood Advisors first reported a position in Northwest Natural Holdings in Q2 2025 and held it in 1 quarter.
  • Whipplewood Advisors's Northwest Natural Holdings position peaked at $596 in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.