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Legacy Wealth Management (Idaho)’s Tradeweb Markets TW Stock Holding History

Legacy Wealth Management (Idaho)’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
-49
Closed -$5.77K – 902
2026
Q1 		$5.77K Hold
49
– – ﹤0.01% 588
2025
Q4 		$5.27K Hold
49
– – ﹤0.01% 523
2025
Q3 		$5.44K Hold
49
– – ﹤0.01% 419
2025
Q2 		$7.17K Hold
49
– – ﹤0.01% 357
2025
Q1 		$7.28K Hold
49
– – 0.01% 381
2024
Q4 		$6.09K Buy
+49
New +$6.46K ﹤0.01% 359

Other funds holding TW

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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

Legacy Wealth Management (Idaho)'s TW Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 49 shares — an estimated $5.77K sold.

Legacy Wealth Management (Idaho) first reported a position in TW in Q4 2024 and held it in 6 quarters. The position peaked at $7.28K in Q1 2025. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 49 Tradeweb Markets shares in Q2 2026, an estimated $5.77K.
  • Legacy Wealth Management (Idaho) first reported a position in Tradeweb Markets in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Tradeweb Markets position peaked at $7.28K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.