Advisory Services Network’s Broadwind BWEN Stock Holding History

Advisory Services Network’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-416	Closed	-$865	–	2515
2026 Q1	$865	Buy	+416	New	+$1.13K	﹤0.01%	4343
2025 Q4	–	Sell	-20,416	Closed	-$42.9K	–	2156
2025 Q3	$42.9K	Hold	20,416	–	–	﹤0.01%	2536
2025 Q2	$52.9K	Buy	+20,416	New	+$34.4K	﹤0.01%	1723
2024 Q1	–	Sell	-100	Closed	-$277	–	1765
2023 Q4	$277	Buy	+100	New	+$264	﹤0.01%	3693
2023 Q2	–	Sell	-100	Closed	-$384	–	1759
2023 Q1	$384	Hold	100	–	–	﹤0.01%	3776
2022 Q4	$179	Buy	+100	New	+$188	﹤0.01%	3869
2021 Q3	–	Sell	-100	Closed	–	–	1654
2021 Q2	$0	Buy	+100	New	+$492	﹤0.01%	3588
2021 Q1	–	Sell	-100	Closed	-$1K	–	1506
2020 Q4	$1K	Hold	100	–	–	﹤0.01%	3121
2020 Q3	$0	Buy	+100	New	+$399	﹤0.01%	3550
2020 Q2	–	Sell	-100	Closed	–	–	1265
2020 Q1	$0	Buy	+100	New	+$167	﹤0.01%	3050

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

Advisory Services Network's BWEN Position: Q2 2026 in Review

Advisory Services Network sold out of Broadwind (BWEN) in Q2 2026, closing a stake of 416 shares — an estimated $865 sold.

Advisory Services Network first reported a position in BWEN in Q1 2020 and held it in 10 quarters. The position peaked at $52.9K in Q2 2025. 57 funds tracked by Wall St. Rank hold BWEN as of Q2 2026.

Advisory Services Network reported no remaining Broadwind position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 416 Broadwind shares in Q2 2026, an estimated $865.
Advisory Services Network first reported a position in Broadwind in Q1 2020 and held it in 10 quarters.
Advisory Services Network's Broadwind position peaked at $52.9K in Q2 2025.
57 funds tracked by Wall St. Rank held Broadwind as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.