James T. Borello RIA’s Northwest Natural Holdings NWN Stock Holding History

James T. Borello RIA’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 Q3	$4.67K	Hold	100	–	–	﹤0.01%	797
2026 Q2	$4.91K	Hold	100	–	–	﹤0.01%	791
2026 Q1	$5.32K	Hold	100	–	–	﹤0.01%	730
2025 Q4	$4.67K	Hold	100	–	–	﹤0.01%	588
2025 Q3	$4.49K	Hold	100	–	–	﹤0.01%	484
2025 Q2	$3.97K	Hold	100	–	–	﹤0.01%	235
2025 Q1	$4.27K	Hold	100	–	–	﹤0.01%	186
2024 Q4	$3.96K	Hold	100	–	–	﹤0.01%	161
2024 Q3	$4.08K	Hold	100	–	–	﹤0.01%	151
2024 Q2	$3.61K	Hold	100	–	–	﹤0.01%	139
2024 Q1	$3.72K	Hold	100	–	–	﹤0.01%	137
2023 Q4	$3.89K	Buy	+100	New	+$3.8K	﹤0.01%	115

Other funds holding NWN

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

James T. Borello RIA's NWN Position: Q3 2026 in Review

James T. Borello RIA held its Northwest Natural Holdings (NWN) position steady in Q3 2026 at 100 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

James T. Borello RIA first reported a position in NWN in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.32K in Q1 2026. 28 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

James T. Borello RIA held 100 shares of Northwest Natural Holdings worth $4.67K as of Q3 2026.
James T. Borello RIA left its Northwest Natural Holdings share count unchanged in Q3 2026.
Northwest Natural Holdings made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #797 holding.
James T. Borello RIA first reported a position in Northwest Natural Holdings in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Northwest Natural Holdings position peaked at $5.32K in Q1 2026.
28 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.