Carson Wealth (CWM LLC)
TWIN icon

Carson Wealth (CWM LLC)’s Twin Disc TWIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$181 Sell
12
-12
-50% -$203 ﹤0.01% 5540
2025
Q4 		$0 Sell
24
-59
-71% -$914 ﹤0.01% 5649
2025
Q3 		$1K Sell
83
-609
-88% -$6.59K ﹤0.01% 5197
2025
Q2 		$6K Buy
692
+643
+1,312% +$4.75K ﹤0.01% 4570
2025
Q1 		$0 Sell
49
-15
-23% -$146 ﹤0.01% 5206
2024
Q4 		$1K Sell
64
-53
-45% -$633 ﹤0.01% 4824
2024
Q3 		$1K Buy
+117
New +$1.5K ﹤0.01% 4731

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TWIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Twin Disc (TWIN) stake by 50% in Q1 2026, selling an estimated $203 and leaving 12 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #5540.

Carson Wealth (CWM LLC) first reported a position in TWIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $6K in Q2 2025. 79 funds tracked by Wall St. Rank hold TWIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12 shares of Twin Disc worth $181 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12 Twin Disc shares in Q1 2026, an estimated $203.
  • Twin Disc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5540 holding.
  • Carson Wealth (CWM LLC) first reported a position in Twin Disc in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Twin Disc position peaked at $6K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Twin Disc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.