Activest Wealth Management’s Tradeweb Markets TW Stock Holding History

Activest Wealth Management’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.36K	Buy	73 +67	+1,117%	+$6.88K	﹤0.01%	643
2026 Q2	$598	Sell	6 -186	-97%	-$20.2K	﹤0.01%	1036
2026 Q1	$22.6K	Buy	192 +66	+52%	+$7.55K	﹤0.01%	493
2025 Q4	$13.6K	Buy	+126	New	+$13.5K	﹤0.01%	592
2025 Q3	–	Sell	-8	Closed	-$1.03K	–	1195
2025 Q2	$1.17K	Sell	8 -13	-62%	-$1.81K	﹤0.01%	755
2025 Q1	$3.12K	Buy	21 +20	+2,000%	+$2.66K	﹤0.01%	573
2024 Q4	$131	Buy	+1	New	+$132	﹤0.01%	673

Other funds holding TW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Carmignac Gestion Paris, France $7.4B AUM 1.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Activest Wealth Management's TW Position: Q3 2026 in Review

Activest Wealth Management increased its Tradeweb Markets (TW) stake by 1,117% in Q3 2026, buying an estimated $6.88K and bringing the position to 73 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Activest Wealth Management first reported a position in TW in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.6K in Q1 2026. 445 funds tracked by Wall St. Rank hold TW as of Q3 2026.

Activest Wealth Management held 73 shares of Tradeweb Markets worth $7.36K as of Q3 2026.
Activest Wealth Management bought 67 Tradeweb Markets shares in Q3 2026, an estimated $6.88K.
Tradeweb Markets made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #643 holding.
Activest Wealth Management first reported a position in Tradeweb Markets in Q4 2024 and has held it in 7 quarters since.
Activest Wealth Management's Tradeweb Markets position peaked at $22.6K in Q1 2026.
445 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.