DLCIG
TW icon

D.L. Carlson Investment Group’s Tradeweb Markets TW Stock Holding History

D.L. Carlson Investment Group’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
2025
Q3 		– Sell
-26,507
Closed -$3.88M – 145
2025
Q2 		$3.88M Buy
26,507
+2,900
+12% +$405K 0.71% 37
2025
Q1 		$3.5M Sell
23,607
-143
-0.6% -$19K 0.67% 45
2024
Q4 		$3.11M Buy
23,750
+10,416
+78% +$1.37M 0.55% 54
2024
Q3 		$1.65M Buy
+13,334
New +$1.51M 0.3% 84

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.L. Carlson Investment Group's TW Position: Q3 2025 in Review

D.L. Carlson Investment Group sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 26,507 shares — an estimated $3.88M sold.

D.L. Carlson Investment Group first reported a position in TW in Q3 2024 and held it in 4 quarters. The position peaked at $3.88M in Q2 2025. 544 funds tracked by Wall St. Rank hold TW as of Q3 2025.

  • D.L. Carlson Investment Group reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 26,507 Tradeweb Markets shares in Q3 2025, an estimated $3.88M.
  • D.L. Carlson Investment Group first reported a position in Tradeweb Markets in Q3 2024 and held it in 4 quarters.
  • D.L. Carlson Investment Group's Tradeweb Markets position peaked at $3.88M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.