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 Q2	$131K	Hold	27,200	–	–	﹤0.01%	2881
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

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

NewEdge Advisors's BWEN Position: Q2 2026 in Review

NewEdge Advisors held its Broadwind (BWEN) position steady in Q2 2026 at 27,200 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

NewEdge Advisors first reported a position in BWEN in Q4 2022 and has held it in 15 quarters since. The position peaked at $192K in Q2 2024. 57 funds tracked by Wall St. Rank hold BWEN as of Q2 2026.

NewEdge Advisors held 27,200 shares of Broadwind worth $131K as of Q2 2026.
NewEdge Advisors left its Broadwind share count unchanged in Q2 2026.
Broadwind made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2881 holding.
NewEdge Advisors first reported a position in Broadwind in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Broadwind position peaked at $192K in Q2 2024.
57 funds tracked by Wall St. Rank held Broadwind as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.