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 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

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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)

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