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

HighMark 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
2025
Q4 		– Sell
-20
Closed -$2.22K – 659
2025
Q3 		$2.22K Sell
20
-11
-35% -$1.41K ﹤0.01% 482
2025
Q2 		$4.54K Hold
31
– – ﹤0.01% 403
2025
Q1 		$4.6K Buy
31
+8
+35% +$1.06K ﹤0.01% 380
2024
Q4 		$3.01K Buy
+23
New +$3.03K ﹤0.01% 424

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

HighMark Wealth Management's TW Position: Q4 2025 in Review

HighMark Wealth Management sold out of Tradeweb Markets (TW) in Q4 2025, closing a stake of 20 shares — an estimated $2.22K sold.

HighMark Wealth Management first reported a position in TW in Q4 2024 and held it in 4 quarters. The position peaked at $4.6K in Q1 2025. 553 funds tracked by Wall St. Rank hold TW as of Q4 2025.

  • HighMark Wealth Management reported no remaining Tradeweb Markets position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 20 Tradeweb Markets shares in Q4 2025, an estimated $2.22K.
  • HighMark Wealth Management first reported a position in Tradeweb Markets in Q4 2024 and held it in 4 quarters.
  • HighMark Wealth Management's Tradeweb Markets position peaked at $4.6K in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.