Creative Planning
TW icon

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
Q2 		$6.47M Sell
64,896
-9,901
-13% -$1.07M ﹤0.01% 1200
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
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

Creative Planning's TW Position: Q2 2026 in Review

Creative Planning reduced its Tradeweb Markets (TW) stake by 13% in Q2 2026, selling an estimated $1.07M and leaving 64,896 shares worth $6.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Creative Planning first reported a position in TW in Q2 2019 and has held it in 15 quarters since. The position peaked at $8.8M in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Creative Planning held 64,896 shares of Tradeweb Markets worth $6.47M as of Q2 2026.
  • Creative Planning sold 9,901 Tradeweb Markets shares in Q2 2026, an estimated $1.07M.
  • Tradeweb Markets made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1200 holding.
  • Creative Planning first reported a position in Tradeweb Markets in Q2 2019 and has held it in 15 quarters since.
  • Creative Planning's Tradeweb Markets position peaked at $8.8M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.