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Bell Investment Advisors’s Tradeweb Markets TW Stock Holding History

Bell Investment 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 		$13K Sell
130
-63
-33% -$6.83K ﹤0.01% 623
2026
Q1 		$22.7K Buy
193
+68
+54% +$7.78K ﹤0.01% 423
2025
Q4 		$13.4K Sell
125
-14
-10% -$1.5K ﹤0.01% 580
2025
Q3 		$15.4K Sell
139
-7
-5% -$900 ﹤0.01% 493
2025
Q2 		$21.4K Hold
146
– – ﹤0.01% 407
2025
Q1 		$21.7K Hold
146
– – ﹤0.01% 367
2024
Q4 		$19.1K Hold
146
– – ﹤0.01% 394
2024
Q3 		$18.1K Hold
146
– – ﹤0.01% 425
2024
Q2 		$15.5K Buy
146
+8
+6% +$845 ﹤0.01% 454
2024
Q1 		$14.4K Sell
138
-8
-5% -$804 ﹤0.01% 457
2023
Q4 		$13.3K Sell
146
-3
-2% -$268 ﹤0.01% 462
2023
Q3 		$11.9K Sell
149
-31
-17% -$2.47K ﹤0.01% 445
2023
Q2 		$12.3K Buy
180
+15
+9% +$1.06K ﹤0.01% 440
2023
Q1 		$13K Buy
165
+24
+17% +$1.74K ﹤0.01% 407
2022
Q4 		$9.15K Buy
141
+126
+840% +$7.41K ﹤0.01% 519
2022
Q3 		$1K Sell
15
-36
-71% -$2.45K ﹤0.01% 1606
2022
Q2 		$3K Buy
+51
New +$3.71K ﹤0.01% 1027
2021
Q4 		$1K Buy
14
+3
+27% +$277 ﹤0.01% 1639
2021
Q3 		$1K Buy
+11
New +$949 ﹤0.01% 1594

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

Bell Investment Advisors's TW Position: Q2 2026 in Review

Bell Investment Advisors reduced its Tradeweb Markets (TW) stake by 33% in Q2 2026, selling an estimated $6.83K and leaving 130 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Bell Investment Advisors first reported a position in TW in Q3 2021 and has held it in 19 quarters since. The position peaked at $22.7K in Q1 2026. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Bell Investment Advisors held 130 shares of Tradeweb Markets worth $13K as of Q2 2026.
  • Bell Investment Advisors sold 63 Tradeweb Markets shares in Q2 2026, an estimated $6.83K.
  • Tradeweb Markets made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #623 holding.
  • Bell Investment Advisors first reported a position in Tradeweb Markets in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Tradeweb Markets position peaked at $22.7K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.