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Advocate Investing Services’s Tradeweb Markets TW Stock Holding History

Advocate Investing Services’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
Q1 		– Sell
-14
Closed -$1.51K – 475
2025
Q4 		$1.51K Buy
+14
New +$1.5K ﹤0.01% 363

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LP
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State Street
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Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Advocate Investing Services's TW Position: Q1 2026 in Review

Advocate Investing Services sold out of Tradeweb Markets (TW) in Q1 2026, closing a stake of 14 shares — an estimated $1.51K sold.

Advocate Investing Services first reported a position in TW in Q4 2025 and held it in 1 quarter. The position peaked at $1.51K in Q4 2025. 584 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Advocate Investing Services reported no remaining Tradeweb Markets position as of Q1 2026 after selling out during the quarter.
  • Advocate Investing Services sold 14 Tradeweb Markets shares in Q1 2026, an estimated $1.51K.
  • Advocate Investing Services first reported a position in Tradeweb Markets in Q4 2025 and held it in 1 quarter.
  • Advocate Investing Services's Tradeweb Markets position peaked at $1.51K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.