Moors & Cabot’s Top Wealth Group Holding Ltd TWG Stock Holding History

Moors & Cabot’s Portfolio TWG Stock Details TWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-111	Closed	-$1.29K	–	957
2025 Q2	$1.29K	Buy	+111	New	+$1.43K	﹤0.01%	881

Other funds holding TWG

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

Moors & Cabot's TWG Position: Q3 2025 in Review

Moors & Cabot sold out of Top Wealth Group Holding Ltd (TWG) in Q3 2025, closing a stake of 111 shares — an estimated $1.29K sold.

Moors & Cabot first reported a position in TWG in Q2 2025 and held it in 1 quarter. The position peaked at $1.29K in Q2 2025. 1 fund tracked by Wall St. Rank holds TWG as of Q3 2025.

Moors & Cabot reported no remaining Top Wealth Group Holding Ltd position as of Q3 2025 after selling out during the quarter.
Moors & Cabot sold 111 Top Wealth Group Holding Ltd shares in Q3 2025, an estimated $1.29K.
Moors & Cabot first reported a position in Top Wealth Group Holding Ltd in Q2 2025 and held it in 1 quarter.
Moors & Cabot's Top Wealth Group Holding Ltd position peaked at $1.29K in Q2 2025.
1 fund tracked by Wall St. Rank held Top Wealth Group Holding Ltd as of Q3 2025.

Based on Moors & Cabot's 13F filing for Q3 2025, filed 14 Nov 2025.