Covestor
TW icon

Covestor’s Tradeweb Markets TW Stock Holding History

Covestor’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
Q3 		$159K Buy
1,573
+481
+44% +$49.4K 0.1% 169
2026
Q2 		$109K Sell
1,092
-204
-16% -$22.1K 0.06% 308
2026
Q1 		$153K Sell
1,296
-1,071
-45% -$123K 0.11% 149
2025
Q4 		$255K Buy
2,367
+391
+20% +$42K 0.13% 144
2025
Q3 		$219K Buy
1,976
+379
+24% +$48.7K 0.12% 175
2025
Q2 		$234K Sell
1,597
-323
-17% -$45.1K 0.14% 124
2025
Q1 		$285K Buy
1,920
+206
+12% +$27.4K 0.19% 61
2024
Q4 		$224K Buy
1,714
+90
+6% +$11.9K 0.14% 131
2024
Q3 		$201K Buy
1,624
+144
+10% +$16.3K 0.13% 171
2024
Q2 		$157K Sell
1,480
-274
-16% -$29K 0.1% 254
2024
Q1 		$183K Sell
1,754
-356
-17% -$35.8K 0.12% 195
2023
Q4 		$192K Sell
2,110
-831
-28% -$74.2K 0.13% 163
2023
Q3 		$236K Buy
2,941
+283
+11% +$22.6K 0.18% 70
2023
Q2 		$182K Sell
2,658
-5
-0.2% -$354 0.14% 150
2023
Q1 		$210K Sell
2,663
-552
-17% -$40K 0.18% 95
2022
Q4 		$209K Buy
3,215
+700
+28% +$41.1K 0.17% 101
2022
Q3 		$142K Buy
2,515
+2,118
+534% +$144K 0.13% 186
2022
Q2 		$27K Buy
397
+255
+180% +$18.5K 0.02% 924
2022
Q1 		$13K Buy
142
+61
+75% +$5.29K 0.01% 1231
2021
Q4 		$8K Buy
+81
New +$7.47K 0.01% 1122

Other funds holding TW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Covestor's TW Position: Q3 2026 in Review

Covestor increased its Tradeweb Markets (TW) stake by 44% in Q3 2026, buying an estimated $49.4K and bringing the position to 1,573 shares worth $159K. The position accounts for 0.1% of the portfolio, ranked #169.

Covestor first reported a position in TW in Q4 2021 and has held it in 20 quarters since. The position peaked at $285K in Q1 2025. 182 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • Covestor held 1,573 shares of Tradeweb Markets worth $159K as of Q3 2026.
  • Covestor bought 481 Tradeweb Markets shares in Q3 2026, an estimated $49.4K.
  • Tradeweb Markets made up 0.1% of Covestor's portfolio in Q3 2026, its #169 holding.
  • Covestor first reported a position in Tradeweb Markets in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Tradeweb Markets position peaked at $285K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.