JTWM
TW icon

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
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

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Jackson Thornton Wealth Management's TW Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Tradeweb Markets (TW) stake by 8.4% in Q1 2026, selling an estimated $23K and leaving 2,188 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #215.

Jackson Thornton Wealth Management first reported a position in TW in Q4 2025 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Jackson Thornton Wealth Management held 2,188 shares of Tradeweb Markets worth $266K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 201 Tradeweb Markets shares in Q1 2026, an estimated $23K.
  • Tradeweb Markets made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #215 holding.
  • Jackson Thornton Wealth Management first reported a position in Tradeweb Markets in Q4 2025 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.