FERGUSON WELLMAN CAPITAL MANAGEMENT, INC TWCUX β€” American Century Twentieth Ult

Ownership history in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC  Β·  5 quarters on record

AI Ownership Summary

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported American Century Twentieth Ult (TWCUX) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows TWCUX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TWCUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's position in American Century Twentieth Ult, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TWCUX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held TWCUX β€” position size vs. price
% of Fund (quarterly)    TWCUX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 23.5% +2.6% ❌ 2,235 -686 -23.5% 0.00% $231K 2025-10-23 $93.85
2025 Q1 UNCHANGED β€” β€” β€” 2,921 β€” 0% 0.00% $242K 2025-04-16 $70.05
2024 Q4 ADDED β€” β€” β€” 2,921 +53 +1.8% 0.01% $273K 2025-01-29 $85.08
2024 Q3 REDUCED 20.2% +6.9% ❌ 2,868 -728 -20.2% 0.01% $261K 2024-10-18 $80.48
2024 Q1 INITIATED β€” β€” β€” 3,596 β€” β€” 0.01% $297K 2024-04-09 $71.07

FAQ About FERGUSON WELLMAN CAPITAL MANAGEMENT, INC and TWCUX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported owning TWCUX?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported TWCUX across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported TWCUX position in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for TWCUX was 0.01% in 2024 Q1.

What is the latest reported TWCUX position on this page?

The most recent filing on this page is 2025 Q3, when FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported 2,235 shares, equal to 0.00% of portfolio, with an estimated market value of $231K.

What does the chart on this TWCUX ownership page compare?

The chart compares FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's quarterly TWCUX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FERGUSON WELLMAN CAPITAL MANAGEMENT, INC time their TWCUX position?

Based on 13F filing dates vs. subsequent TWCUX price moves, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TWCUX relative to SPY over the holding period was +0.1%.

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