Forza Wealth Management’s Tradeweb Markets TW Stock Holding History

Forza Wealth 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 Q3	$229K	Hold	2,268	–	–	0.07%	183
2026 Q2	$226K	Hold	2,268	–	–	0.07%	185
2026 Q1	$267K	Hold	2,268	–	–	0.09%	170
2025 Q4	$244K	Hold	2,268	–	–	0.09%	171
2025 Q3	$252K	Hold	2,268	–	–	0.1%	176
2025 Q2	$332K	Hold	2,268	–	–	0.14%	148
2025 Q1	$337K	Hold	2,268	–	–	0.15%	143
2024 Q4	$297K	Hold	2,268	–	–	0.14%	154
2024 Q3	$280K	Sell	2,268 -2	-0.1%	-$227	0.13%	155
2024 Q2	$241K	Hold	2,270	–	–	0.12%	155
2024 Q1	$236K	Hold	2,270	–	–	0.12%	158
2023 Q4	$206K	Buy	+2,270	New	+$203K	0.11%	162

Other funds holding TW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Carmignac Gestion Paris, France $7.4B AUM 1.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Forza Wealth Management's TW Position: Q3 2026 in Review

Forza Wealth Management held its Tradeweb Markets (TW) position steady in Q3 2026 at 2,268 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #183.

Forza Wealth Management first reported a position in TW in Q4 2023 and has held it in 12 quarters since. The position peaked at $337K in Q1 2025. 450 funds tracked by Wall St. Rank hold TW as of Q3 2026.

Forza Wealth Management held 2,268 shares of Tradeweb Markets worth $229K as of Q3 2026.
Forza Wealth Management left its Tradeweb Markets share count unchanged in Q3 2026.
Tradeweb Markets made up 0.07% of Forza Wealth Management's portfolio in Q3 2026, its #183 holding.
Forza Wealth Management first reported a position in Tradeweb Markets in Q4 2023 and has held it in 12 quarters since.
Forza Wealth Management's Tradeweb Markets position peaked at $337K in Q1 2025.
450 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.