Evoke Wealth’s Tradeweb Markets TW Stock Holding History

Evoke Wealth’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	–	Sell	-3,048	Closed	-$359K	–	593
2026 Q1	$359K	Buy	+3,048	New	+$349K	0.01%	492

Other funds holding TW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Evoke Wealth's TW Position: Q2 2026 in Review

Evoke Wealth sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 3,048 shares — an estimated $359K sold.

Evoke Wealth first reported a position in TW in Q1 2026 and held it in 1 quarter. The position peaked at $359K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

Evoke Wealth reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 3,048 Tradeweb Markets shares in Q2 2026, an estimated $359K.
Evoke Wealth first reported a position in Tradeweb Markets in Q1 2026 and held it in 1 quarter.
Evoke Wealth's Tradeweb Markets position peaked at $359K in Q1 2026.
563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.