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Evergreen Capital Management’s Tradeweb Markets TW Stock Holding History

Evergreen Capital Management’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 		$357K Sell
3,580
-274
-7% -$29.7K 0.01% 1110
2026
Q1 		$453K Sell
3,854
-297
-7% -$34K 0.01% 849
2025
Q4 		$446K Buy
4,151
+324
+8% +$34.8K 0.01% 806
2025
Q3 		$425K Buy
3,827
+42
+1% +$5.4K 0.01% 735
2025
Q2 		$554K Buy
3,785
+2,173
+135% +$303K 0.02% 520
2025
Q1 		$239K Hold
1,612
– – 0.01% 887
2024
Q4 		$211K Buy
+1,612
New +$213K 0.01% 959

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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

Evergreen Capital Management's TW Position: Q2 2026 in Review

Evergreen Capital Management reduced its Tradeweb Markets (TW) stake by 7.1% in Q2 2026, selling an estimated $29.7K and leaving 3,580 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #1110.

Evergreen Capital Management first reported a position in TW in Q4 2024 and has held it in 7 quarters since. The position peaked at $554K in Q2 2025. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Evergreen Capital Management held 3,580 shares of Tradeweb Markets worth $357K as of Q2 2026.
  • Evergreen Capital Management sold 274 Tradeweb Markets shares in Q2 2026, an estimated $29.7K.
  • Tradeweb Markets made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1110 holding.
  • Evergreen Capital Management first reported a position in Tradeweb Markets in Q4 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Tradeweb Markets position peaked at $554K in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.