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Grey Fox Wealth Advisors’s Tradeweb Markets TW Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-41
Closed -$4.55K – 561
2025
Q3 		$4.55K Buy
+41
New +$5.27K ﹤0.01% 492

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Grey Fox Wealth Advisors's TW Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Tradeweb Markets (TW) in Q4 2025, closing a stake of 41 shares — an estimated $4.55K sold.

Grey Fox Wealth Advisors first reported a position in TW in Q3 2025 and held it in 1 quarter. The position peaked at $4.55K in Q3 2025. 552 funds tracked by Wall St. Rank hold TW as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Tradeweb Markets position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 41 Tradeweb Markets shares in Q4 2025, an estimated $4.55K.
  • Grey Fox Wealth Advisors first reported a position in Tradeweb Markets in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Tradeweb Markets position peaked at $4.55K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.