Creative Planning’s Tradeweb Markets TW Stock Holding History

Creative Planning’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	$8.8M	Buy	74,797 +31,241	+72%	+$3.58M	0.01%	783
2025 Q4	$4.68M	Buy	43,556 +33,469	+332%	+$3.59M	﹤0.01%	1051
2025 Q3	$1.12M	Buy	10,087 +296	+3%	+$38K	﹤0.01%	2008
2025 Q2	$1.43M	Buy	9,791 +3,266	+50%	+$456K	﹤0.01%	1572
2025 Q1	$969K	Buy	6,525 +1,127	+21%	+$150K	﹤0.01%	1744
2024 Q4	$707K	Buy	5,398 +362	+7%	+$47.7K	﹤0.01%	1915
2024 Q3	$623K	Buy	5,036 +289	+6%	+$32.7K	﹤0.01%	1918
2024 Q2	$503K	Buy	4,747 +621	+15%	+$65.6K	﹤0.01%	1938
2024 Q1	$430K	Buy	4,126 +1,427	+53%	+$143K	﹤0.01%	1960
2023 Q4	$245K	Buy	+2,699	New	+$241K	﹤0.01%	2252
2023 Q2	–	Sell	-2	Closed	-$159	–	2829
2023 Q1	$159	Buy	+2	New	+$145	﹤0.01%	2623
2020 Q1	–	Sell	-24,710	Closed	-$1.15M	–	2079
2019 Q4	$1.15M	Buy	24,710 +5,000	+25%	+$216K	﹤0.01%	725
2019 Q3	$729K	Buy	19,710 +10	+0.1%	+$442	﹤0.01%	887
2019 Q2	$863K	Buy	+19,700	New	+$822K	﹤0.01%	818

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Creative Planning's TW Position: Q1 2026 in Review

Creative Planning increased its Tradeweb Markets (TW) stake by 72% in Q1 2026, buying an estimated $3.58M and bringing the position to 74,797 shares worth $8.8M. The position accounts for 0.01% of the portfolio, ranked #783.

Creative Planning first reported a position in TW in Q2 2019 and has held it in 14 quarters since. 581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

Creative Planning held 74,797 shares of Tradeweb Markets worth $8.8M as of Q1 2026.
Creative Planning bought 31,241 Tradeweb Markets shares in Q1 2026, an estimated $3.58M.
Tradeweb Markets made up 0.01% of Creative Planning's portfolio in Q1 2026, its #783 holding.
Creative Planning first reported a position in Tradeweb Markets in Q2 2019 and has held it in 14 quarters since.
581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.