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Operose Advisors’s Twin Disc TWIN Stock Holding History

Operose Advisors’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
2025
Q4 		– Sell
-247
Closed -$3.44K – 494
2025
Q3 		$3.44K Hold
247
– – ﹤0.01% 402
2025
Q2 		$2.18K Buy
+247
New +$1.82K ﹤0.01% 380

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Operose Advisors's TWIN Position: Q4 2025 in Review

Operose Advisors sold out of Twin Disc (TWIN) in Q4 2025, closing a stake of 247 shares — an estimated $3.44K sold.

Operose Advisors first reported a position in TWIN in Q2 2025 and held it in 2 quarters. The position peaked at $3.44K in Q3 2025. 74 funds tracked by Wall St. Rank hold TWIN as of Q4 2025.

  • Operose Advisors reported no remaining Twin Disc position as of Q4 2025 after selling out during the quarter.
  • Operose Advisors sold 247 Twin Disc shares in Q4 2025, an estimated $3.44K.
  • Operose Advisors first reported a position in Twin Disc in Q2 2025 and held it in 2 quarters.
  • Operose Advisors's Twin Disc position peaked at $3.44K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Twin Disc as of Q4 2025.

Based on Operose Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.