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Forum Financial Management’s Tradeweb Markets TW Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,130
Closed -$229K – 946
2025
Q4 		$229K Buy
+2,130
New +$229K ﹤0.01% 890

Other funds holding TW

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BlackRock
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Vanguard Portfolio Management
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Vanguard Capital Management
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
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LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Forum Financial Management's TW Position: Q1 2026 in Review

Forum Financial Management sold out of Tradeweb Markets (TW) in Q1 2026, closing a stake of 2,130 shares — an estimated $229K sold.

Forum Financial Management first reported a position in TW in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 585 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Forum Financial Management reported no remaining Tradeweb Markets position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,130 Tradeweb Markets shares in Q1 2026, an estimated $229K.
  • Forum Financial Management first reported a position in Tradeweb Markets in Q4 2025 and held it in 1 quarter.
  • Forum Financial Management's Tradeweb Markets position peaked at $229K in Q4 2025.
  • 585 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.