CA
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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
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
-670
-63% -$59.8K ﹤0.01% 817
2023
Q3 		$85.8K Buy
+1,070
New +$85.3K ﹤0.01% 770

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return