Winch Advisory Services’s Manitowoc MTW Stock Holding History

Winch Advisory Services’s Portfolio MTW Stock Details MTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77K	Hold	152	–	–	﹤0.01%	435
2025 Q4	$1.82K	Hold	152	–	–	﹤0.01%	429
2025 Q3	$1.52K	Hold	152	–	–	﹤0.01%	442
2025 Q2	$1.83K	Hold	152	–	–	﹤0.01%	419
2025 Q1	$1.31K	Hold	152	–	–	﹤0.01%	436
2024 Q4	$1.39K	Hold	152	–	–	﹤0.01%	462
2024 Q3	$1.46K	Hold	152	–	–	﹤0.01%	389
2024 Q2	$1.75K	Hold	152	–	–	﹤0.01%	382
2024 Q1	$2.15K	Hold	152	–	–	﹤0.01%	365
2023 Q4	$2.54K	Hold	152	–	–	﹤0.01%	346
2023 Q3	$2K	Hold	152	–	–	﹤0.01%	362
2023 Q2	$3K	Hold	152	–	–	﹤0.01%	334
2023 Q1	$3K	Hold	152	–	–	﹤0.01%	332
2022 Q4	$1K	Hold	152	–	–	﹤0.01%	382
2022 Q3	$1K	Hold	152	–	–	﹤0.01%	370
2022 Q2	$2K	Hold	152	–	–	﹤0.01%	348
2022 Q1	$2K	Hold	152	–	–	﹤0.01%	385
2021 Q4	$3K	Hold	152	–	–	﹤0.01%	374
2021 Q3	$3K	Hold	152	–	–	﹤0.01%	384
2021 Q2	$4K	Hold	152	–	–	﹤0.01%	358
2021 Q1	$3K	Hold	152	–	–	﹤0.01%	358
2020 Q4	$2K	Hold	152	–	–	﹤0.01%	370
2020 Q3	$1K	Hold	152	–	–	﹤0.01%	368
2020 Q2	$2K	Hold	152	–	–	﹤0.01%	331
2020 Q1	$1K	Sell	152 -180	-54%	-$2.35K	﹤0.01%	316
2019 Q4	$6K	Hold	332	–	–	﹤0.01%	246
2019 Q3	$4K	Hold	332	–	–	﹤0.01%	255
2019 Q2	$6K	Hold	332	–	–	﹤0.01%	240
2019 Q1	$5K	Hold	332	–	–	﹤0.01%	247
2018 Q4	$5K	Hold	332	–	–	﹤0.01%	224
2018 Q3	$8K	Hold	332	–	–	﹤0.01%	195
2018 Q2	$9K	Hold	332	–	–	﹤0.01%	200
2018 Q1	$9K	Buy	332 +180	+118%	+$6.18K	0.01%	195
2017 Q4	$6K	Buy	152 +127	+508%	+$4.91K	﹤0.01%	209
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	276
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	286
2017 Q1	$1K	Sell	25 -127	-84%	-$3.13K	﹤0.01%	270
2016 Q4	$4K	Hold	152	–	–	﹤0.01%	196
2016 Q3	$3K	Sell	152 -151	-50%	-$3.05K	﹤0.01%	220
2016 Q2	$14K	Buy	303 +151	+99%	+$3.28K	0.02%	124
2016 Q1	$3K	Sell	152 -517	-77%	-$7.51K	﹤0.01%	176
2015 Q4	$9K	Buy	669 +3	+0.5%	+$43	0.01%	139
2015 Q3	$9K	Hold	666	–	–	0.01%	125
2015 Q2	$12K	Hold	666	–	–	0.01%	173
2015 Q1	$13K	Buy	+666	New	+$12.5K	0.01%	132
2014 Q4	–	Sell	-662	Closed	-$14K	–	132
2014 Q3	$14K	Sell	662 -43	-6%	-$1.12K	0.01%	113
2014 Q2	$21K	Sell	705 -143	-17%	-$3.8K	0.01%	125
2014 Q1	$24K	Buy	+848	New	+$21.7K	0.02%	131

Other funds holding MTW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

IES Holdings Houston, Texas $214M AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return