Nicolet Advisory Services’s Manitowoc MTW Stock Holding History

Nicolet Advisory Services’s Portfolio MTW Stock Details MTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$263K	Sell	19,083 -125	-0.7%	-$1.42K	0.02%	351
2025 Q3	$201K	Buy	19,208 +125	+0.7%	+$1.39K	0.02%	395
2025 Q2	$230K	Hold	19,083	–	–	0.02%	366
2025 Q1	$145K	Hold	19,083	–	–	0.01%	373
2024 Q4	$160K	Sell	19,083 -251	-1%	-$2.48K	0.01%	370
2024 Q3	$179K	Buy	19,334 +251	+1%	+$2.62K	0.02%	362
2024 Q2	$197K	Buy	+19,083	New	+$236K	0.02%	348
2023 Q1	–	Sell	-21,222	Closed	-$243K	–	290
2022 Q4	$243K	Hold	21,222	–	–	0.03%	202
2022 Q3	$172K	Buy	+21,222	New	+$215K	0.03%	185
2020 Q4	–	Sell	-26,854	Closed	-$226K	–	185
2020 Q3	$226K	Buy	+26,854	New	+$267K	0.04%	147
2020 Q2	–	Sell	-24,943	Closed	-$212K	–	212
2020 Q1	$212K	Buy	24,943 +1,200	+5%	+$15.7K	0.04%	177
2019 Q4	$416K	Hold	23,743	–	–	0.07%	112
2019 Q3	$297K	Sell	23,743 -100	-0.4%	-$1.51K	0.05%	129
2019 Q2	$424K	Sell	23,843 -36	-0.2%	-$597	0.06%	97
2019 Q1	$392K	Buy	+23,879	New	+$398K	0.07%	96

Other funds holding MTW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IES Holdings Houston, Texas $214M AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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