Lavelle Capital’s Tradeweb Markets TW Stock Holding History

Lavelle Capital’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	–	Sell	-5,420	Closed	-$583K	–	96
2025 Q4	$583K	Buy	+5,420	New	+$582K	0.37%	57

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Lavelle Capital's TW Position: Q1 2026 in Review

Lavelle Capital sold out of Tradeweb Markets (TW) in Q1 2026, closing a stake of 5,420 shares — an estimated $583K sold.

Lavelle Capital first reported a position in TW in Q4 2025 and held it in 1 quarter. The position peaked at $583K in Q4 2025. 585 funds tracked by Wall St. Rank hold TW as of Q1 2026.

Lavelle Capital reported no remaining Tradeweb Markets position as of Q1 2026 after selling out during the quarter.
Lavelle Capital sold 5,420 Tradeweb Markets shares in Q1 2026, an estimated $583K.
Lavelle Capital first reported a position in Tradeweb Markets in Q4 2025 and held it in 1 quarter.
Lavelle Capital's Tradeweb Markets position peaked at $583K in Q4 2025.
585 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Lavelle Capital's 13F filing for Q1 2026, filed 28 May 2026.