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Acumen Wealth Advisors’s Tradeweb Markets TW Stock Holding History

Acumen Wealth Advisors’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
Q2 		$4.19K Sell
42
-10,007
-100% -$1.09M ﹤0.01% 417
2026
Q1 		$1.18M Sell
10,049
-3,661
-27% -$419K 0.32% 52
2025
Q4 		$1.47M Buy
+13,710
New +$1.47M 0.42% 44

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Acumen Wealth Advisors's TW Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Tradeweb Markets (TW) stake by 100% in Q2 2026, selling an estimated $1.09M and leaving 42 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Acumen Wealth Advisors first reported a position in TW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q4 2025. 560 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Acumen Wealth Advisors held 42 shares of Tradeweb Markets worth $4.19K as of Q2 2026.
  • Acumen Wealth Advisors sold 10,007 Tradeweb Markets shares in Q2 2026, an estimated $1.09M.
  • Tradeweb Markets made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #417 holding.
  • Acumen Wealth Advisors first reported a position in Tradeweb Markets in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Tradeweb Markets position peaked at $1.47M in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.