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Clearstead Advisors’s Tradeweb Markets TW Stock Holding History

Clearstead 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 		$19.1K Sell
192
-1,627
-89% -$176K ﹤0.01% 1805
2026
Q1 		$214K Buy
1,819
+1,752
+2,615% +$201K ﹤0.01% 982
2025
Q4 		$7.21K Buy
67
+65
+3,250% +$6.98K ﹤0.01% 1949
2025
Q3 		$222 Sell
2
-120
-98% -$15.4K ﹤0.01% 2850
2025
Q2 		$17.9K Sell
122
-133
-52% -$18.6K ﹤0.01% 1672
2025
Q1 		$37.9K Buy
255
+103
+68% +$13.7K ﹤0.01% 1247
2024
Q4 		$19.9K Sell
152
-535
-78% -$70.6K ﹤0.01% 1390
2024
Q3 		$85K Buy
687
+85
+14% +$9.63K ﹤0.01% 1064
2024
Q2 		$63.8K Buy
602
+137
+29% +$14.5K ﹤0.01% 1108
2024
Q1 		$51K Buy
465
+65
+16% +$6.54K ﹤0.01% 753
2023
Q4 		$36.4K Sell
400
-135
-25% -$12.1K ﹤0.01% 817
2023
Q3 		$42.9K Buy
+535
New +$42.6K ﹤0.01% 740

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 $3.37T 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

Clearstead Advisors's TW Position: Q2 2026 in Review

Clearstead Advisors reduced its Tradeweb Markets (TW) stake by 89% in Q2 2026, selling an estimated $176K and leaving 192 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Clearstead Advisors first reported a position in TW in Q3 2023 and has held it in 12 quarters since. The position peaked at $214K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Clearstead Advisors held 192 shares of Tradeweb Markets worth $19.1K as of Q2 2026.
  • Clearstead Advisors sold 1,627 Tradeweb Markets shares in Q2 2026, an estimated $176K.
  • Tradeweb Markets made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1805 holding.
  • Clearstead Advisors first reported a position in Tradeweb Markets in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's Tradeweb Markets position peaked at $214K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.