EWA
TW icon

EverSource Wealth Advisors’s Tradeweb Markets TW Stock Holding History

EverSource Wealth Advisors’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
Q1 		$366K Buy
3,107
+567
+22% +$64.9K 0.01% 750
2025
Q4 		$273K Buy
2,540
+2,101
+479% +$226K 0.01% 813
2025
Q3 		$48.7K Sell
439
-661
-60% -$85K ﹤0.01% 1728
2025
Q2 		$161K Buy
1,100
+763
+226% +$106K 0.01% 963
2025
Q1 		$50K Buy
337
+279
+481% +$37.1K ﹤0.01% 1243
2024
Q4 		$7.59K Buy
58
+32
+123% +$4.22K ﹤0.01% 2146
2024
Q3 		$3.22K Buy
26
+12
+86% +$1.36K ﹤0.01% 2394
2024
Q2 		$1.56K Buy
14
+6
+75% +$634 ﹤0.01% 2625
2024
Q1 		$813 Buy
8
+2
+33% +$201 ﹤0.01% 2635
2023
Q4 		$545 Hold
6
– – ﹤0.01% 2509
2023
Q3 		$481 Hold
6
– – ﹤0.01% 2380
2023
Q2 		$411 Buy
+6
New +$425 ﹤0.01% 2378

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return