HIA
TW icon

HFM Investment Advisors’s Tradeweb Markets TW Stock Holding History

HFM Investment 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
2026
Q2 		$798 Buy
8
+3
+60% +$325 ﹤0.01% 815
2026
Q1 		$588 Buy
5
+3
+150% +$343 ﹤0.01% 604
2025
Q4 		$216 Hold
2
– – ﹤0.01% 998
2025
Q3 		$222 Sell
2
-3
-60% -$386 ﹤0.01% 965
2025
Q2 		$732 Buy
5
+3
+150% +$419 ﹤0.01% 496
2025
Q1 		$297 Buy
+2
New +$266 ﹤0.01% 479

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's TW Position: Q2 2026 in Review

HFM Investment Advisors increased its Tradeweb Markets (TW) stake by 60% in Q2 2026, buying an estimated $325 and bringing the position to 8 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #815.

HFM Investment Advisors first reported a position in TW in Q1 2025 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Tradeweb Markets worth $798 as of Q2 2026.
  • HFM Investment Advisors bought 3 Tradeweb Markets shares in Q2 2026, an estimated $325.
  • Tradeweb Markets made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #815 holding.
  • HFM Investment Advisors first reported a position in Tradeweb Markets in Q1 2025 and has held it in 6 quarters since.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.