Hudson Portfolio Management’s Taiwan Fund TWN Stock Holding History

Hudson Portfolio Management’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	$625K	Sell	6,494 -1,826	-22%	-$164K	0.47%	66
2026 Q1	$547K	Hold	8,320	–	–	0.46%	71
2025 Q4	$444K	Hold	8,320	–	–	0.38%	77
2025 Q3	$450K	Sell	8,320 -100	-1%	-$4.89K	0.4%	75
2025 Q2	$377K	Sell	8,420 -400	-5%	-$14.4K	0.35%	84
2025 Q1	$293K	Sell	8,820 -839	-9%	-$31.2K	0.28%	92
2024 Q4	$373K	Hold	9,659	–	–	0.37%	82
2024 Q3	$424K	Buy	+9,659	New	+$413K	0.42%	78
2023 Q4	$335K	Sell	9,679 -129	-1%	-$4.08K	0.36%	78
2023 Q3	$294K	Sell	9,808 -325	-3%	-$10.2K	0.33%	80
2023 Q2	$318K	Hold	10,133	–	–	0.35%	80
2023 Q1	$273K	Sell	10,133 -150	-1%	-$3.92K	0.31%	86
2022 Q4	$237K	Hold	10,283	–	–	0.26%	89
2022 Q3	$216K	Hold	10,283	–	–	0.26%	92
2022 Q2	$258K	Sell	10,283 -363	-3%	-$10.1K	0.27%	88
2022 Q1	$350K	Buy	10,646 +250	+2%	+$8.56K	0.31%	82
2021 Q4	$390K	Sell	10,396 -450	-4%	-$16.6K	0.34%	79
2021 Q3	$381K	Hold	10,846	–	–	0.35%	79
2021 Q2	$383K	Hold	10,846	–	–	0.35%	79
2021 Q1	$306K	Buy	+10,846	New	+$304K	0.29%	84

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 New York $66.1B AUM 33.53% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Hudson Portfolio Management's TWN Position: Q2 2026 in Review

Hudson Portfolio Management reduced its Taiwan Fund (TWN) stake by 22% in Q2 2026, selling an estimated $164K and leaving 6,494 shares worth $625K. The position accounts for 0.47% of the portfolio, ranked #66.

Hudson Portfolio Management first reported a position in TWN in Q1 2021 and has held it in 20 quarters since. 37 funds tracked by Wall St. Rank hold TWN as of Q2 2026.

Hudson Portfolio Management held 6,494 shares of Taiwan Fund worth $625K as of Q2 2026.
Hudson Portfolio Management sold 1,826 Taiwan Fund shares in Q2 2026, an estimated $164K.
Taiwan Fund made up 0.47% of Hudson Portfolio Management's portfolio in Q2 2026, its #66 holding.
Hudson Portfolio Management first reported a position in Taiwan Fund in Q1 2021 and has held it in 20 quarters since.
37 funds tracked by Wall St. Rank held Taiwan Fund as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.