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Essential Partners’s Tradeweb Markets TW Stock Holding History

Essential 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
Q3 		$228K Sell
2,257
-198
-8% -$20.3K 0.1% 212
2026
Q2 		$245K Buy
2,455
+1,083
+79% +$117K 0.11% 194
2026
Q1 		$161K Sell
1,372
-502
-27% -$57.5K 0.05% 319
2025
Q4 		$202K Buy
1,874
+1,639
+697% +$176K 0.06% 314
2025
Q3 		$26.1K Sell
235
-1,269
-84% -$163K 0.01% 804
2025
Q2 		$220K Buy
+1,504
New +$210K 0.09% 265

Other funds holding TW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Essential Partners's TW Position: Q3 2026 in Review

Essential Partners reduced its Tradeweb Markets (TW) stake by 8.1% in Q3 2026, selling an estimated $20.3K and leaving 2,257 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #212.

Essential Partners first reported a position in TW in Q2 2025 and has held it in 6 quarters since. The position peaked at $245K in Q2 2026. 67 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • Essential Partners held 2,257 shares of Tradeweb Markets worth $228K as of Q3 2026.
  • Essential Partners sold 198 Tradeweb Markets shares in Q3 2026, an estimated $20.3K.
  • Tradeweb Markets made up 0.1% of Essential Partners's portfolio in Q3 2026, its #212 holding.
  • Essential Partners first reported a position in Tradeweb Markets in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Tradeweb Markets position peaked at $245K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.