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Ritholtz Wealth Management’s Broadwind BWEN Stock Holding History

Ritholtz Wealth Management’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 		$22.1K Sell
10,648
-2,213
-17% -$6K ﹤0.01% 1189
2025
Q4 		$36.4K Sell
12,861
-2,402
-16% -$6.3K ﹤0.01% 1116
2025
Q3 		$32.1K Sell
15,263
-14,480
-49% -$32.4K ﹤0.01% 1039
2025
Q2 		$53.8K Buy
29,743
+2,539
+9% +$4.28K ﹤0.01% 975
2025
Q1 		$39.4K Sell
27,204
-4,155
-13% -$6.95K ﹤0.01% 916
2024
Q4 		$59K Sell
31,359
-18,867
-38% -$35.8K ﹤0.01% 847
2024
Q3 		$114K Buy
50,226
+25,020
+99% +$65.8K ﹤0.01% 850
2024
Q2 		$82.7K Buy
+25,206
New +$75.3K ﹤0.01% 808

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

Ritholtz Wealth Management's BWEN Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Broadwind (BWEN) stake by 17% in Q1 2026, selling an estimated $6K and leaving 10,648 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Ritholtz Wealth Management first reported a position in BWEN in Q2 2024 and has held it in 8 quarters since. The position peaked at $114K in Q3 2024. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2026.

  • Ritholtz Wealth Management held 10,648 shares of Broadwind worth $22.1K as of Q1 2026.
  • Ritholtz Wealth Management sold 2,213 Broadwind shares in Q1 2026, an estimated $6K.
  • Broadwind made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1189 holding.
  • Ritholtz Wealth Management first reported a position in Broadwind in Q2 2024 and has held it in 8 quarters since.
  • Ritholtz Wealth Management's Broadwind position peaked at $114K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.