Cumberland Partners’s Tradeweb Markets TW Stock Holding History

Cumberland Partners’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	$1.1M	Hold	11,000	–	–	0.07%	120
2026 Q1	$1.29M	Sell	11,000 -23,000	-68%	-$2.63M	0.1%	110
2025 Q4	$3.66M	Sell	34,000 -57,271	-63%	-$6.15M	0.22%	89
2025 Q3	$10.1M	Buy	91,271 +67,490	+284%	+$8.68M	0.66%	33
2025 Q2	$3.48M	Buy	23,781 +7,281	+44%	+$1.02M	0.24%	74
2025 Q1	$2.45M	Sell	16,500 -3,500	-18%	-$465K	0.19%	89
2024 Q4	$2.62M	Buy	20,000 +2,000	+11%	+$264K	0.18%	83
2024 Q3	$2.23M	Buy	18,000 +4,000	+29%	+$453K	0.15%	87
2024 Q2	$1.48M	Buy	+14,000	New	+$1.48M	0.11%	111
2023 Q3	–	Sell	-10,500	Closed	-$719K	–	191
2023 Q2	$719K	Buy	+10,500	New	+$744K	0.07%	128

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Cumberland Partners's TW Position: Q2 2026 in Review

Cumberland Partners held its Tradeweb Markets (TW) position steady in Q2 2026 at 11,000 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #120.

Cumberland Partners first reported a position in TW in Q2 2023 and has held it in 10 quarters since. The position peaked at $10.1M in Q3 2025. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

Cumberland Partners held 11,000 shares of Tradeweb Markets worth $1.1M as of Q2 2026.
Cumberland Partners left its Tradeweb Markets share count unchanged in Q2 2026.
Tradeweb Markets made up 0.07% of Cumberland Partners's portfolio in Q2 2026, its #120 holding.
Cumberland Partners first reported a position in Tradeweb Markets in Q2 2023 and has held it in 10 quarters since.
Cumberland Partners's Tradeweb Markets position peaked at $10.1M in Q3 2025.
563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.