Frank Rimerman Advisors’s Tradeweb Markets TW Stock Holding History

Frank Rimerman Advisors’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	$712K	Sell	6,054 -1,819	-23%	-$208K	0.05%	312
2025 Q4	$847K	Buy	7,873 +1,971	+33%	+$212K	0.05%	266
2025 Q3	$655K	Buy	5,902 +21	+0.4%	+$2.7K	0.04%	306
2025 Q2	$861K	Sell	5,881 -78	-1%	-$10.9K	0.06%	241
2025 Q1	$885K	Buy	5,959 +7	+0.1%	+$930	0.07%	212
2024 Q4	$779K	Sell	5,952 -3,186	-35%	-$420K	0.06%	226
2024 Q3	$1.13M	Sell	9,138 -5	-0.1%	-$567	0.08%	197
2024 Q2	$969K	Buy	+9,143	New	+$966K	0.07%	223

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Frank Rimerman Advisors's TW Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Tradeweb Markets (TW) stake by 23% in Q1 2026, selling an estimated $208K and leaving 6,054 shares worth $712K. The position accounts for 0.05% of the portfolio, ranked #312.

Frank Rimerman Advisors first reported a position in TW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2024. 581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

Frank Rimerman Advisors held 6,054 shares of Tradeweb Markets worth $712K as of Q1 2026.
Frank Rimerman Advisors sold 1,819 Tradeweb Markets shares in Q1 2026, an estimated $208K.
Tradeweb Markets made up 0.05% of Frank Rimerman Advisors's portfolio in Q1 2026, its #312 holding.
Frank Rimerman Advisors first reported a position in Tradeweb Markets in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's Tradeweb Markets position peaked at $1.13M in Q3 2024.
581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.