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Intentional Wealth Strategies’s Tradeweb Markets TW Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-10
Closed -$1.18K – 839
2026
Q1 		$1.18K Buy
+10
New +$1.15K ﹤0.01% 745

Other funds holding TW

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
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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

Intentional Wealth Strategies's TW Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 10 shares — an estimated $1.18K sold.

Intentional Wealth Strategies first reported a position in TW in Q1 2026 and held it in 1 quarter. The position peaked at $1.18K in Q1 2026. 559 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 10 Tradeweb Markets shares in Q2 2026, an estimated $1.18K.
  • Intentional Wealth Strategies first reported a position in Tradeweb Markets in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Tradeweb Markets position peaked at $1.18K in Q1 2026.
  • 559 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.