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Ritholtz Wealth Management’s Twin Disc TWIN Stock Holding History

Ritholtz Wealth Management’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
2026
Q2 		$1.62M Sell
69,665
-2,634
-4% -$48.3K 0.02% 480
2026
Q1 		$1.09M Buy
72,299
+11,835
+20% +$200K 0.02% 528
2025
Q4 		$1.01M Buy
60,464
+47,045
+351% +$729K 0.02% 525
2025
Q3 		$187K Buy
+13,419
New +$145K ﹤0.01% 987
2024
Q3 		– Sell
-12,798
Closed -$151K – 916
2024
Q2 		$151K Sell
12,798
-2,859
-18% -$42.3K 0.01% 782
2024
Q1 		$259K Buy
15,657
+5,525
+55% +$86.6K 0.01% 680
2023
Q4 		$164K Buy
+10,132
New +$143K 0.01% 711

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ritholtz Wealth Management's TWIN Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Twin Disc (TWIN) stake by 3.6% in Q2 2026, selling an estimated $48.3K and leaving 69,665 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #480.

Ritholtz Wealth Management first reported a position in TWIN in Q4 2023 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold TWIN as of Q2 2026.

  • Ritholtz Wealth Management held 69,665 shares of Twin Disc worth $1.62M as of Q2 2026.
  • Ritholtz Wealth Management sold 2,634 Twin Disc shares in Q2 2026, an estimated $48.3K.
  • Twin Disc made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Ritholtz Wealth Management first reported a position in Twin Disc in Q4 2023 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held Twin Disc as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.