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Bartlett & Co Wealth Management’s Tradeweb Markets TW Stock Holding History

Bartlett & Co 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
2025
Q4 		– Sell
-255
Closed -$28.3K – 1267
2025
Q3 		$28.3K Hold
255
– – ﹤0.01% 765
2025
Q2 		$37.3K Hold
255
– – ﹤0.01% 708
2025
Q1 		$37.9K Buy
+255
New +$33.9K ﹤0.01% 702

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Bartlett & Co Wealth Management's TW Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of Tradeweb Markets (TW) in Q4 2025, closing a stake of 255 shares — an estimated $28.3K sold.

Bartlett & Co Wealth Management first reported a position in TW in Q1 2025 and held it in 3 quarters. The position peaked at $37.9K in Q1 2025. 553 funds tracked by Wall St. Rank hold TW as of Q4 2025.

  • Bartlett & Co Wealth Management reported no remaining Tradeweb Markets position as of Q4 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 255 Tradeweb Markets shares in Q4 2025, an estimated $28.3K.
  • Bartlett & Co Wealth Management first reported a position in Tradeweb Markets in Q1 2025 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Tradeweb Markets position peaked at $37.9K in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.