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Atria Investments’s Tradeweb Markets TW Stock Holding History

Atria Investments’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 		$990K Buy
9,929
+297
+3% +$32.2K 0.01% 1117
2026
Q1 		$1.13M Buy
9,632
+2,519
+35% +$288K 0.01% 991
2025
Q4 		$765K Sell
7,113
-1,326
-16% -$142K 0.01% 1217
2025
Q3 		$937K Sell
8,439
-2,049
-20% -$263K 0.01% 1089
2025
Q2 		$1.54M Buy
10,488
+3,747
+56% +$523K 0.02% 838
2025
Q1 		$1M Buy
6,741
+4,465
+196% +$593K 0.01% 990
2024
Q4 		$298K Buy
2,276
+235
+12% +$31K ﹤0.01% 1600
2024
Q3 		$252K Buy
+2,041
New +$231K ﹤0.01% 1705

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 $3.38T AUM 44.17% 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

Atria Investments's TW Position: Q2 2026 in Review

Atria Investments increased its Tradeweb Markets (TW) stake by 3.1% in Q2 2026, buying an estimated $32.2K and bringing the position to 9,929 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #1117.

Atria Investments first reported a position in TW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q2 2025. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Atria Investments held 9,929 shares of Tradeweb Markets worth $990K as of Q2 2026.
  • Atria Investments bought 297 Tradeweb Markets shares in Q2 2026, an estimated $32.2K.
  • Tradeweb Markets made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1117 holding.
  • Atria Investments first reported a position in Tradeweb Markets in Q3 2024 and has held it in 8 quarters since.
  • Atria Investments's Tradeweb Markets position peaked at $1.54M in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.