HWA
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Heartwood Wealth Advisors’s Tradeweb Markets TW Stock Holding History

Heartwood 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
-4
Closed -$444 – 563
2025
Q3 		$444 Buy
+4
New +$514 ﹤0.01% 606

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Viking Global Investors
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State Street
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CCM
Cantillon Capital Management New York $665M AUM 25.91% 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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Heartwood Wealth Advisors's TW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Tradeweb Markets (TW) in Q4 2025, closing a stake of 4 shares — an estimated $444 sold.

Heartwood Wealth Advisors first reported a position in TW in Q3 2025 and held it in 1 quarter. The position peaked at $444 in Q3 2025. 553 funds tracked by Wall St. Rank hold TW as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Tradeweb Markets position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4 Tradeweb Markets shares in Q4 2025, an estimated $444.
  • Heartwood Wealth Advisors first reported a position in Tradeweb Markets in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Tradeweb Markets position peaked at $444 in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.