Avantax Advisory Services’s Manitowoc MTW Stock Holding History

Avantax Advisory Services’s Portfolio MTW Stock Details MTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$156K	Sell	12,977 -360	-3%	-$3.53K	﹤0.01%	2248
2025 Q1	$115K	Sell	13,337 -7,139	-35%	-$69.6K	﹤0.01%	2149
2024 Q4	$187K	Hold	20,476	–	–	﹤0.01%	2065
2024 Q3	$197K	Sell	20,476 -2,371	-10%	-$24.7K	﹤0.01%	2006
2024 Q2	$263K	Sell	22,847 -14,000	-38%	-$173K	﹤0.01%	1781
2024 Q1	$521K	Buy	36,847 +14,337	+64%	+$213K	﹤0.01%	1012
2023 Q4	$376K	Sell	22,510 -13,300	-37%	-$193K	﹤0.01%	1119
2023 Q3	$539K	Buy	35,810 +2,071	+6%	+$34.7K	0.01%	915
2023 Q2	$635K	Hold	33,739	–	–	0.01%	853
2023 Q1	$577K	Buy	+33,739	New	+$505K	0.01%	853

Other funds holding MTW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's MTW Position: Q2 2025 in Review

Avantax Advisory Services reduced its Manitowoc (MTW) stake by 2.7% in Q2 2025, selling an estimated $3.53K and leaving 12,977 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Avantax Advisory Services first reported a position in MTW in Q1 2023 and has held it in 10 quarters since. The position peaked at $635K in Q2 2023. 173 funds tracked by Wall St. Rank hold MTW as of Q2 2025.

Avantax Advisory Services held 12,977 shares of Manitowoc worth $156K as of Q2 2025.
Avantax Advisory Services sold 360 Manitowoc shares in Q2 2025, an estimated $3.53K.
Manitowoc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2248 holding.
Avantax Advisory Services first reported a position in Manitowoc in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's Manitowoc position peaked at $635K in Q2 2023.
173 funds tracked by Wall St. Rank held Manitowoc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.