HWM
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HB Wealth Management’s Tradeweb Markets TW Stock Holding History

HB 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 		$749K Sell
7,516
-592
-7% -$64.2K ﹤0.01% 895
2026
Q1 		$954K Buy
8,108
+2,165
+36% +$248K 0.01% 685
2025
Q4 		$639K Buy
5,943
+2,054
+53% +$221K ﹤0.01% 795
2025
Q3 		$432K Buy
3,889
+1,320
+51% +$170K ﹤0.01% 921
2025
Q2 		$376K Buy
2,569
+938
+58% +$131K ﹤0.01% 852
2025
Q1 		$242K Buy
+1,631
New +$217K ﹤0.01% 1053

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

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

HB Wealth Management reduced its Tradeweb Markets (TW) stake by 7.3% in Q2 2026, selling an estimated $64.2K and leaving 7,516 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

HB Wealth Management first reported a position in TW in Q1 2025 and has held it in 6 quarters since. The position peaked at $954K in Q1 2026. 559 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • HB Wealth Management held 7,516 shares of Tradeweb Markets worth $749K as of Q2 2026.
  • HB Wealth Management sold 592 Tradeweb Markets shares in Q2 2026, an estimated $64.2K.
  • Tradeweb Markets made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #895 holding.
  • HB Wealth Management first reported a position in Tradeweb Markets in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Tradeweb Markets position peaked at $954K in Q1 2026.
  • 559 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.