AW
TWN

Atlas Wealth’s Taiwan Fund TWN Stock Holding History

Atlas Wealth’s Portfolio TWN Stock Details TWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.27M Buy
+33,993
New +$3.06M 0.47% 59
2024
Q3 		– Sell
-45,015
Closed -$1.98M – 148
2024
Q2 		$1.98M Buy
+45,015
New +$1.81M 0.23% 74
2023
Q4 		– Sell
-46,868
Closed -$1.41M – 136
2023
Q3 		$1.41M Sell
46,868
-319
-0.7% -$10K 0.26% 62
2023
Q2 		$1.57M Buy
47,187
+654
+1% +$18.3K 0.29% 58
2023
Q1 		$1.25M Sell
46,533
-1,138
-2% -$29.7K 0.25% 65
2022
Q4 		$1.1M Buy
+47,671
New +$1.05M 0.3% 53

Other funds holding TWN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Atlas Wealth's TWN Position: Q2 2026 in Review

Atlas Wealth opened a new position in Taiwan Fund (TWN) in Q2 2026: 33,993 shares worth $3.27M. The stake represents 0.47% of the portfolio and ranks #59 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in TWN as recently as Q2 2024.

Atlas Wealth first reported a position in TWN in Q4 2022 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold TWN as of Q2 2026.

  • Atlas Wealth held 33,993 shares of Taiwan Fund worth $3.27M as of Q2 2026.
  • Taiwan Fund was a new Atlas Wealth position in Q2 2026.
  • Taiwan Fund made up 0.47% of Atlas Wealth's portfolio in Q2 2026, its #59 holding.
  • Atlas Wealth first reported a position in Taiwan Fund in Q4 2022 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held Taiwan Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.