N.E.W. Advisory Services’s Twin Disc TWIN Stock Holding History

N.E.W. Advisory Services’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	$974	Hold	42	–	–	﹤0.01%	928
2026 Q1	$633	Hold	42	–	–	﹤0.01%	900
2025 Q4	$701	Hold	42	–	–	﹤0.01%	873
2025 Q3	$585	Buy	+42	New	+$454	﹤0.01%	831

Other funds holding TWIN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

N.E.W. Advisory Services's TWIN Position: Q2 2026 in Review

N.E.W. Advisory Services held its Twin Disc (TWIN) position steady in Q2 2026 at 42 shares worth $974. The position accounts for ﹤0.01% of the portfolio, ranked #928.

N.E.W. Advisory Services first reported a position in TWIN in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold TWIN as of Q2 2026.

N.E.W. Advisory Services held 42 shares of Twin Disc worth $974 as of Q2 2026.
N.E.W. Advisory Services left its Twin Disc share count unchanged in Q2 2026.
Twin Disc made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #928 holding.
N.E.W. Advisory Services first reported a position in Twin Disc in Q3 2025 and has held it in 4 quarters since.
92 funds tracked by Wall St. Rank held Twin Disc as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.