Ritholtz Wealth Management
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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
Q3 		$136K Buy
+32,557
New +$145K ﹤0.01% 1338
2026
Q2 		– Sell
-10,648
Closed -$22.1K – 1324
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ritholtz Wealth Management's BWEN Position: Q3 2026 in Review

Ritholtz Wealth Management opened a new position in Broadwind (BWEN) in Q3 2026: 32,557 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in BWEN as recently as Q1 2026.

Ritholtz Wealth Management first reported a position in BWEN in Q2 2024 and has held it in 9 quarters since. 20 funds tracked by Wall St. Rank hold BWEN as of Q3 2026.

  • Ritholtz Wealth Management held 32,557 shares of Broadwind worth $136K as of Q3 2026.
  • Broadwind was a new Ritholtz Wealth Management position in Q3 2026.
  • Broadwind made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1338 holding.
  • Ritholtz Wealth Management first reported a position in Broadwind in Q2 2024 and has held it in 9 quarters since.
  • 20 funds tracked by Wall St. Rank held Broadwind as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.