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Curio Wealth’s Tradeweb Markets TW Stock Holding History

Curio Wealth’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 		– Sell
-2
Closed -$235 – 1062
2026
Q1 		$235 Buy
+2
New +$229 ﹤0.01% 715

Other funds holding TW

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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

Curio Wealth's TW Position: Q2 2026 in Review

Curio Wealth sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 2 shares — an estimated $235 sold.

Curio Wealth first reported a position in TW in Q1 2026 and held it in 1 quarter. The position peaked at $235 in Q1 2026. 562 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Curio Wealth reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 2 Tradeweb Markets shares in Q2 2026, an estimated $235.
  • Curio Wealth first reported a position in Tradeweb Markets in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Tradeweb Markets position peaked at $235 in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.