FWM
TW icon

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return