JTWM
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Jackson Thornton Wealth Management’s Tradeweb Markets TW Stock Holding History

Jackson Thornton 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 		$233K Buy
2,340
+152
+7% +$16.5K 0.02% 367
2026
Q1 		$266K Sell
2,188
-201
-8% -$23K 0.02% 215
2025
Q4 		$265K Buy
+2,389
New +$256K 0.03% 229

Other funds holding TW

T. Rowe Price Associates
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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

Jackson Thornton Wealth Management's TW Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Tradeweb Markets (TW) stake by 6.9% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,340 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #367.

Jackson Thornton Wealth Management first reported a position in TW in Q4 2025 and has held it in 3 quarters since. The position peaked at $266K in Q1 2026. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,340 shares of Tradeweb Markets worth $233K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 152 Tradeweb Markets shares in Q2 2026, an estimated $16.5K.
  • Tradeweb Markets made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Jackson Thornton Wealth Management first reported a position in Tradeweb Markets in Q4 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Tradeweb Markets position peaked at $266K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.