Envestnet Portfolio Solutions
TW icon

Envestnet Portfolio Solutions’s Tradeweb Markets TW Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-1,962
Closed -$218K – 1552
2025
Q3 		$218K Sell
1,962
-286
-13% -$36.8K ﹤0.01% 1392
2025
Q2 		$329K Sell
2,248
-158
-7% -$22K ﹤0.01% 1295
2025
Q1 		$357K Sell
2,406
-3,656
-60% -$486K ﹤0.01% 1208
2024
Q4 		$794K Sell
6,062
-1,220
-17% -$161K ﹤0.01% 1033
2024
Q3 		$901K Buy
7,282
+557
+8% +$63.1K ﹤0.01% 941
2024
Q2 		$713K Sell
6,725
-679
-9% -$71.8K ﹤0.01% 985
2024
Q1 		$771K Buy
7,404
+4,961
+203% +$499K ﹤0.01% 937
2023
Q4 		$222K Sell
2,443
-1,648
-40% -$147K ﹤0.01% 1451
2023
Q3 		$328K Buy
+4,091
New +$326K ﹤0.01% 1182

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Envestnet Portfolio Solutions's TW Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Tradeweb Markets (TW) in Q4 2025, closing a stake of 1,962 shares — an estimated $218K sold.

Envestnet Portfolio Solutions first reported a position in TW in Q3 2023 and held it in 9 quarters. The position peaked at $901K in Q3 2024. 553 funds tracked by Wall St. Rank hold TW as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Tradeweb Markets position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,962 Tradeweb Markets shares in Q4 2025, an estimated $218K.
  • Envestnet Portfolio Solutions first reported a position in Tradeweb Markets in Q3 2023 and held it in 9 quarters.
  • Envestnet Portfolio Solutions's Tradeweb Markets position peaked at $901K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.