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Belpointe Asset Management’s Tradeweb Markets TW Stock Holding History

Belpointe Asset 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
2026
Q2 		– Sell
-7,071
Closed -$832K – 1236
2026
Q1 		$832K Buy
+7,071
New +$809K 0.03% 523
2023
Q4 		– Sell
-2,625
Closed -$211K – 767
2023
Q3 		$211K Buy
+2,625
New +$209K 0.02% 586
2023
Q2 		– Sell
-201
Closed -$15.9K – 3181
2023
Q1 		$15.9K Hold
201
– – ﹤0.01% 2446
2022
Q4 		$13K Buy
+201
New +$11.8K ﹤0.01% 2467

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Vanguard Portfolio Management
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Vanguard Capital Management
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CG
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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

Belpointe Asset Management's TW Position: Q2 2026 in Review

Belpointe Asset Management sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 7,071 shares — an estimated $832K sold.

Belpointe Asset Management first reported a position in TW in Q4 2022 and held it in 4 quarters. The position peaked at $832K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Belpointe Asset Management reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 7,071 Tradeweb Markets shares in Q2 2026, an estimated $832K.
  • Belpointe Asset Management first reported a position in Tradeweb Markets in Q4 2022 and held it in 4 quarters.
  • Belpointe Asset Management's Tradeweb Markets position peaked at $832K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.