Fidelity Investments
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Fidelity Investments’s Twin Disc TWIN Stock Holding History

Fidelity Investments’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
Q2 		$111K Buy
4,764
+2,023
+74% +$37.1K ﹤0.01% 3922
2026
Q1 		$41.3K Buy
2,741
+45
+2% +$761 ﹤0.01% 4211
2025
Q4 		$45K Hold
2,696
– – ﹤0.01% 4165
2025
Q3 		$37.6K Hold
2,696
– – ﹤0.01% 4100
2025
Q2 		$23.8K Sell
2,696
-752
-22% -$5.55K ﹤0.01% 4226
2025
Q1 		$26.1K Buy
3,448
+2,355
+215% +$22.9K ﹤0.01% 4121
2024
Q4 		$12.8K Sell
1,093
-424
-28% -$5.06K ﹤0.01% 4368
2024
Q3 		$18.9K Sell
1,517
-6
-0.4% -$77 ﹤0.01% 4195
2024
Q2 		$17.9K Buy
+1,523
New +$22.6K ﹤0.01% 4114
2022
Q1 		– Sell
-51,261
Closed -$562K – 5488
2021
Q4 		$562K Sell
51,261
-39,655
-44% -$477K ﹤0.01% 2775
2021
Q3 		$969K Sell
90,916
-93,634
-51% -$1.22M ﹤0.01% 2697
2021
Q2 		$2.63M Buy
184,550
+23,892
+15% +$297K ﹤0.01% 2493
2021
Q1 		$1.54M Buy
160,658
+40,381
+34% +$359K ﹤0.01% 2513
2020
Q4 		$944K Buy
+120,277
New +$749K ﹤0.01% 2535

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments's TWIN Position: Q2 2026 in Review

Fidelity Investments increased its Twin Disc (TWIN) stake by 74% in Q2 2026, buying an estimated $37.1K and bringing the position to 4,764 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3922.

Fidelity Investments first reported a position in TWIN in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.63M in Q2 2021. 92 funds tracked by Wall St. Rank hold TWIN as of Q2 2026.

  • Fidelity Investments held 4,764 shares of Twin Disc worth $111K as of Q2 2026.
  • Fidelity Investments bought 2,023 Twin Disc shares in Q2 2026, an estimated $37.1K.
  • Twin Disc made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3922 holding.
  • Fidelity Investments first reported a position in Twin Disc in Q4 2020 and has held it in 14 quarters since.
  • Fidelity Investments's Twin Disc position peaked at $2.63M in Q2 2021.
  • 92 funds tracked by Wall St. Rank held Twin Disc as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.