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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
Q2 		$219K Sell
2,202
-905
-29% -$98.2K 0.01% 959
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 $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

EverSource Wealth Advisors's TW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Tradeweb Markets (TW) stake by 29% in Q2 2026, selling an estimated $98.2K and leaving 2,202 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #959.

EverSource Wealth Advisors first reported a position in TW in Q2 2023 and has held it in 13 quarters since. The position peaked at $366K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • EverSource Wealth Advisors held 2,202 shares of Tradeweb Markets worth $219K as of Q2 2026.
  • EverSource Wealth Advisors sold 905 Tradeweb Markets shares in Q2 2026, an estimated $98.2K.
  • Tradeweb Markets made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #959 holding.
  • EverSource Wealth Advisors first reported a position in Tradeweb Markets in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Tradeweb Markets position peaked at $366K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.