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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
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

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

Forza Wealth Management's TW Position: Q2 2026 in Review

Forza Wealth Management held its Tradeweb Markets (TW) position steady in Q2 2026 at 2,268 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #185.

Forza Wealth Management first reported a position in TW in Q4 2023 and has held it in 11 quarters since. The position peaked at $337K in Q1 2025. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Forza Wealth Management held 2,268 shares of Tradeweb Markets worth $226K as of Q2 2026.
  • Forza Wealth Management left its Tradeweb Markets share count unchanged in Q2 2026.
  • Tradeweb Markets made up 0.07% of Forza Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Forza Wealth Management first reported a position in Tradeweb Markets in Q4 2023 and has held it in 11 quarters since.
  • Forza Wealth Management's Tradeweb Markets position peaked at $337K in Q1 2025.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.