BWM
TW icon

Bullock Wealth Management’s Tradeweb Markets TW Stock Holding History

Bullock 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
-85
Closed -$9.15K – 624
2025
Q3 		$9.15K Hold
85
– – ﹤0.01% 429
2025
Q2 		$11.7K Buy
+85
New +$11.9K 0.01% 377

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's TW Position: Q4 2025 in Review

Bullock Wealth Management sold out of Tradeweb Markets (TW) in Q4 2025, closing a stake of 85 shares — an estimated $9.15K sold.

Bullock Wealth Management first reported a position in TW in Q2 2025 and held it in 2 quarters. The position peaked at $11.7K in Q2 2025. 553 funds tracked by Wall St. Rank hold TW as of Q4 2025.

  • Bullock Wealth Management reported no remaining Tradeweb Markets position as of Q4 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 85 Tradeweb Markets shares in Q4 2025, an estimated $9.15K.
  • Bullock Wealth Management first reported a position in Tradeweb Markets in Q2 2025 and held it in 2 quarters.
  • Bullock Wealth Management's Tradeweb Markets position peaked at $11.7K in Q2 2025.
  • 553 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.