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Evolve Private Wealth’s Tradeweb Markets TW Stock Holding History

Evolve Private 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 		$377K Sell
3,780
-990
-21% -$107K 0.02% 624
2026
Q1 		$561K Buy
4,770
+346
+8% +$39.6K 0.03% 527
2025
Q4 		$476K Buy
+4,424
New +$475K 0.03% 548

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

Evolve Private Wealth's TW Position: Q2 2026 in Review

Evolve Private Wealth reduced its Tradeweb Markets (TW) stake by 21% in Q2 2026, selling an estimated $107K and leaving 3,780 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #624.

Evolve Private Wealth first reported a position in TW in Q4 2025 and has held it in 3 quarters since. The position peaked at $561K in Q1 2026. 560 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Evolve Private Wealth held 3,780 shares of Tradeweb Markets worth $377K as of Q2 2026.
  • Evolve Private Wealth sold 990 Tradeweb Markets shares in Q2 2026, an estimated $107K.
  • Tradeweb Markets made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #624 holding.
  • Evolve Private Wealth first reported a position in Tradeweb Markets in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Tradeweb Markets position peaked at $561K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.