MSWM
TWO

Mowery & Schoenfeld Wealth Management’s Two Harbors Investment TWO Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,500
Closed -$24.7K – 496
2025
Q3 		$24.7K Buy
+2,500
New +$25.2K 0.04% 162

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TWO Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Two Harbors Investment (TWO) in Q4 2025, closing a stake of 2,500 shares — an estimated $24.7K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TWO in Q3 2025 and held it in 1 quarter. The position peaked at $24.7K in Q3 2025. 215 funds tracked by Wall St. Rank hold TWO as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Two Harbors Investment position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 2,500 Two Harbors Investment shares in Q4 2025, an estimated $24.7K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Two Harbors Investment in Q3 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Two Harbors Investment position peaked at $24.7K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.