Global Retirement Partners’s Tradeweb Markets TW Stock Holding History

Global Retirement Partners’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
2025 Q4	$49.1K	Buy	457 +413	+939%	+$44.3K	﹤0.01%	2367
2025 Q3	$4.88K	Buy	44 +4	+10%	+$514	﹤0.01%	2985
2025 Q2	$5.86K	Buy	+40	New	+$5.58K	﹤0.01%	2841
2024 Q4	$3.01K	Buy	23 +10	+77%	+$1.32K	﹤0.01%	2918
2024 Q3	$1.61K	Sell	13 -2	-13%	-$227	﹤0.01%	3002
2024 Q2	$1.59K	Hold	15	–	–	﹤0.01%	3048
2024 Q1	$1.56K	Hold	15	–	–	﹤0.01%	2836
2023 Q4	$1.44K	Buy	15 +2	+15%	+$179	﹤0.01%	2788
2023 Q3	$1.05K	Hold	13	–	–	﹤0.01%	2756
2023 Q2	$890	Hold	13	–	–	﹤0.01%	2815
2023 Q1	$892	Sell	13 -217	-94%	-$15.7K	﹤0.01%	2770
2022 Q4	$14.9K	Hold	230	–	–	﹤0.01%	1609
2022 Q3	$13K	Hold	230	–	–	﹤0.01%	1590
2022 Q2	$16K	Hold	230	–	–	﹤0.01%	1453
2022 Q1	$15K	Buy	+230	New	+$19.9K	﹤0.01%	1473
2021 Q4	–	Sell	-230	Closed	-$19K	–	1684
2021 Q3	$19K	Hold	230	–	–	﹤0.01%	1229
2021 Q2	$19K	Buy	+230	New	+$18.8K	﹤0.01%	1207

Other funds holding TW

T. Rowe Price Associates

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Cantillon Capital Management New York $15.1B AUM 23.54% 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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return