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Bogart Wealth LLC’s Tradeweb Markets TW Stock Holding History

Bogart Wealth LLC’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 		$498 Sell
5
-5
-50% -$542 ﹤0.01% 1801
2026
Q1 		$1.18K Buy
10
+5
+100% +$572 ﹤0.01% 1403
2025
Q4 		$538 Buy
+5
New +$537 ﹤0.01% 1446

Other funds holding TW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Bogart Wealth LLC's TW Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Tradeweb Markets (TW) stake by 50% in Q2 2026, selling an estimated $542 and leaving 5 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Bogart Wealth LLC first reported a position in TW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18K in Q1 2026. 93 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Bogart Wealth LLC held 5 shares of Tradeweb Markets worth $498 as of Q2 2026.
  • Bogart Wealth LLC sold 5 Tradeweb Markets shares in Q2 2026, an estimated $542.
  • Tradeweb Markets made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1801 holding.
  • Bogart Wealth LLC first reported a position in Tradeweb Markets in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Tradeweb Markets position peaked at $1.18K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.