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BWEN icon

NewEdge Advisors’s Broadwind BWEN Stock Holding History

NewEdge Advisors’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.6K Buy
27,200
+15,000
+123% +$40.7K ﹤0.01% 2903
2025
Q4 		$34.5K Hold
12,200
– – ﹤0.01% 3075
2025
Q3 		$25.6K Hold
12,200
– – ﹤0.01% 3042
2025
Q2 		$22.1K Hold
12,200
– – ﹤0.01% 2918
2025
Q1 		$17.7K Hold
12,200
– – ﹤0.01% 2902
2024
Q4 		$22.9K Sell
12,200
-15,543
-56% -$29.5K ﹤0.01% 2774
2024
Q3 		$63K Sell
27,743
-30,902
-53% -$81.3K ﹤0.01% 2359
2024
Q2 		$192K Buy
58,645
+58,542
+56,837% +$175K ﹤0.01% 1927
2024
Q1 		$245 Hold
103
– – ﹤0.01% 3654
2023
Q4 		$285 Hold
103
– – ﹤0.01% 3579
2023
Q3 		$330 Buy
103
+3
+3% +$11 ﹤0.01% 3286
2023
Q2 		$382 Sell
100
-8
-7% -$33 ﹤0.01% 3340
2023
Q1 		$415 Hold
108
– – ﹤0.01% 3257
2022
Q4 		$0 Buy
+108
New +$203 ﹤0.01% 4097

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

NewEdge Advisors's BWEN Position: Q1 2026 in Review

NewEdge Advisors increased its Broadwind (BWEN) stake by 123% in Q1 2026, buying an estimated $40.7K and bringing the position to 27,200 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

NewEdge Advisors first reported a position in BWEN in Q4 2022 and has held it in 14 quarters since. The position peaked at $192K in Q2 2024. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2026.

  • NewEdge Advisors held 27,200 shares of Broadwind worth $56.6K as of Q1 2026.
  • NewEdge Advisors bought 15,000 Broadwind shares in Q1 2026, an estimated $40.7K.
  • Broadwind made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2903 holding.
  • NewEdge Advisors first reported a position in Broadwind in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Broadwind position peaked at $192K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.