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
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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

True Wealth Design's TWIN Position: Q3 2025 in Review

True Wealth Design sold out of Twin Disc (TWIN) in Q3 2025, closing a stake of 1 share — an estimated $9 sold.

True Wealth Design first reported a position in TWIN in Q1 2025 and held it in 2 quarters. The position peaked at $31 in Q1 2025. 76 funds tracked by Wall St. Rank hold TWIN as of Q3 2025.

True Wealth Design reported no remaining Twin Disc position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 1 Twin Disc share in Q3 2025, an estimated $9.
True Wealth Design first reported a position in Twin Disc in Q1 2025 and held it in 2 quarters.
True Wealth Design's Twin Disc position peaked at $31 in Q1 2025.
76 funds tracked by Wall St. Rank held Twin Disc as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.