EIM
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Essex Investment Management’s Broadwind BWEN Stock Holding History

Essex Investment Management’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
Q1 		$197K Hold
94,788
– – 0.03% 201
2025
Q4 		$268K Hold
94,788
– – 0.04% 190
2025
Q3 		$199K Hold
94,788
– – 0.03% 205
2025
Q2 		$172K Buy
94,788
+34,006
+56% +$57.4K 0.03% 201
2025
Q1 		$88.1K Hold
60,782
– – 0.02% 225
2024
Q4 		$114K Sell
60,782
-7,030
-10% -$13.4K 0.02% 218
2024
Q3 		$154K Hold
67,812
– – 0.03% 208
2024
Q2 		$222K Sell
67,812
-128,047
-65% -$383K 0.04% 185
2024
Q1 		$466K Buy
195,859
+49,173
+34% +$121K 0.09% 173
2023
Q4 		$406K Sell
146,686
-58,524
-29% -$155K 0.08% 185
2023
Q3 		$657K Sell
205,210
-6,246
-3% -$23.8K 0.11% 223
2023
Q2 		$808K Buy
211,456
+4,860
+2% +$20.3K 0.11% 232
2023
Q1 		$793K Sell
206,596
-162,317
-44% -$691K 0.12% 227
2022
Q4 		$660K Hold
368,913
– – 0.1% 230
2022
Q3 		$1.11M Sell
368,913
-25,304
-6% -$64.5K 0.18% 167
2022
Q2 		$647K Buy
394,217
+49,474
+14% +$88.5K 0.1% 232
2022
Q1 		$748K Buy
344,743
+88,600
+35% +$172K 0.09% 243
2021
Q4 		$482K Buy
256,143
+53,018
+26% +$140K 0.06% 274
2021
Q3 		$526K Buy
203,125
+91,266
+82% +$320K 0.06% 269
2021
Q2 		$507K Buy
111,859
+822
+0.7% +$4.04K 0.06% 278
2021
Q1 		$733K Buy
111,037
+141
+0.1% +$1.13K 0.09% 262
2020
Q4 		$879K Sell
110,896
-148,523
-57% -$643K 0.11% 241
2020
Q3 		$745K Sell
259,419
-43,339
-14% -$173K 0.11% 260
2020
Q2 		$1.14M Sell
302,758
-109,955
-27% -$248K 0.19% 172
2020
Q1 		$578K Sell
412,713
-9,880
-2% -$16.5K 0.12% 208
2019
Q4 		$702K Buy
422,593
+14,941
+4% +$23.9K 0.09% 275
2019
Q3 		$689K Buy
407,652
+219,989
+117% +$422K 0.1% 259
2019
Q2 		$417K Buy
+187,663
New +$357K 0.06% 317
2017
Q4 		– Sell
-88,125
Closed -$286K – 366
2017
Q3 		$286K Sell
88,125
-4,704
-5% -$17.7K 0.04% 321
2017
Q2 		$468K Hold
92,829
– – 0.07% 260
2017
Q1 		$773K Buy
+92,829
New +$482K 0.12% 221

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Essex Investment Management's BWEN Position: Q1 2026 in Review

Essex Investment Management held its Broadwind (BWEN) position steady in Q1 2026 at 94,788 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #201.

Essex Investment Management first reported a position in BWEN in Q1 2017 and has held it in 31 quarters since. The position peaked at $1.14M in Q2 2020. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2026.

  • Essex Investment Management held 94,788 shares of Broadwind worth $197K as of Q1 2026.
  • Essex Investment Management left its Broadwind share count unchanged in Q1 2026.
  • Broadwind made up 0.03% of Essex Investment Management's portfolio in Q1 2026, its #201 holding.
  • Essex Investment Management first reported a position in Broadwind in Q1 2017 and has held it in 31 quarters since.
  • Essex Investment Management's Broadwind position peaked at $1.14M in Q2 2020.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.