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Private Wealth Management Group’s Twin Disc TWIN Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-201
Closed -$1.52K – 1602
2025
Q1 		$1.52K Buy
+201
New +$1.95K ﹤0.01% 1150

Other funds holding TWIN

GI
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $551M AUM 49.99% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Private Wealth Management Group's TWIN Position: Q2 2025 in Review

Private Wealth Management Group sold out of Twin Disc (TWIN) in Q2 2025, closing a stake of 201 shares — an estimated $1.52K sold.

Private Wealth Management Group first reported a position in TWIN in Q1 2025 and held it in 1 quarter. The position peaked at $1.52K in Q1 2025. 79 funds tracked by Wall St. Rank hold TWIN as of Q2 2025.

  • Private Wealth Management Group reported no remaining Twin Disc position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 201 Twin Disc shares in Q2 2025, an estimated $1.52K.
  • Private Wealth Management Group first reported a position in Twin Disc in Q1 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Twin Disc position peaked at $1.52K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Twin Disc as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.