TWD
TWIN icon

True Wealth Design’s Twin Disc TWIN Stock Holding History

True Wealth Design’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
Q3 		$27 Buy
+1
New +$24 ﹤0.01% 2541
2025
Q3 		– Sell
-1
Closed -$9 – 2885
2025
Q2 		$9 Sell
1
-3
-75% -$22 ﹤0.01% 2547
2025
Q1 		$31 Buy
+4
New +$39 ﹤0.01% 2507

Other funds holding TWIN

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's TWIN Position: Q3 2026 in Review

True Wealth Design opened a new position in Twin Disc (TWIN) in Q3 2026: 1 share worth $27. The stake represents ﹤0.01% of the portfolio and ranks #2541 among its holdings. This is a return to the name: True Wealth Design previously reported a position in TWIN as recently as Q2 2025.

True Wealth Design first reported a position in TWIN in Q1 2025 and has held it in 3 quarters since. The position peaked at $31 in Q1 2025. 5 funds tracked by Wall St. Rank hold TWIN as of Q3 2026.

  • True Wealth Design held 1 share of Twin Disc worth $27 as of Q3 2026.
  • Twin Disc was a new True Wealth Design position in Q3 2026.
  • Twin Disc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2541 holding.
  • True Wealth Design first reported a position in Twin Disc in Q1 2025 and has held it in 3 quarters since.
  • True Wealth Design's Twin Disc position peaked at $31 in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Twin Disc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.