GDS Wealth Management’s Tradeweb Markets TW Stock Holding History

GDS 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	$737K	Sell	7,399 -71,160	-91%	-$7.72M	0.04%	115
2026 Q1	$9.24M	Buy	78,559 +12,029	+18%	+$1.38M	0.56%	65
2025 Q4	$7.15M	Sell	66,530 -4,471	-6%	-$480K	0.45%	72
2025 Q3	$7.88M	Buy	71,001 +11,428	+19%	+$1.47M	0.52%	73
2025 Q2	$8.72M	Buy	59,573 +15,603	+35%	+$2.18M	0.64%	67
2025 Q1	$6.53M	Buy	43,970 +16,069	+58%	+$2.14M	0.56%	57
2024 Q4	$3.65M	Buy	27,901 +9,157	+49%	+$1.21M	0.33%	60
2024 Q3	$2.32M	Buy	+18,744	New	+$2.12M	0.23%	57

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

GDS Wealth Management reduced its Tradeweb Markets (TW) stake by 91% in Q2 2026, selling an estimated $7.72M and leaving 7,399 shares worth $737K. The position accounts for 0.04% of the portfolio, ranked #115.

GDS Wealth Management first reported a position in TW in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.24M in Q1 2026. 562 funds tracked by Wall St. Rank hold TW as of Q2 2026.

GDS Wealth Management held 7,399 shares of Tradeweb Markets worth $737K as of Q2 2026.
GDS Wealth Management sold 71,160 Tradeweb Markets shares in Q2 2026, an estimated $7.72M.
Tradeweb Markets made up 0.04% of GDS Wealth Management's portfolio in Q2 2026, its #115 holding.
GDS Wealth Management first reported a position in Tradeweb Markets in Q3 2024 and has held it in 8 quarters since.
GDS Wealth Management's Tradeweb Markets position peaked at $9.24M in Q1 2026.
562 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.