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Kestra Investment Management’s Tradeweb Markets TW Stock Holding History

Kestra Investment 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
Q3 		– Sell
-5
Closed -$743 – 954
2025
Q2 		$743 Hold
5
– – ﹤0.01% 946
2025
Q1 		$743 Sell
5
-111
-96% -$14.8K ﹤0.01% 833
2024
Q4 		$15.2K Buy
+116
New +$15.3K ﹤0.01% 769

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Franklin Resources
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State Street
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T. Rowe Price Investment Management
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Capital World Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Investment Management's TW Position: Q3 2025 in Review

Kestra Investment Management sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 5 shares — an estimated $743 sold.

Kestra Investment Management first reported a position in TW in Q4 2024 and held it in 3 quarters. The position peaked at $15.2K in Q4 2024. 543 funds tracked by Wall St. Rank hold TW as of Q3 2025.

  • Kestra Investment Management reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 5 Tradeweb Markets shares in Q3 2025, an estimated $743.
  • Kestra Investment Management first reported a position in Tradeweb Markets in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Tradeweb Markets position peaked at $15.2K in Q4 2024.
  • 543 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.