Lido Advisors
TW icon

Lido Advisors’s Tradeweb Markets TW Stock Holding History

Lido Advisors’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 		$506K Sell
4,300
-5,062
-54% -$579K ﹤0.01% 1299
2025
Q4 		$1.02M Sell
9,362
-31
-0.3% -$3.33K ﹤0.01% 994
2025
Q3 		$1.04M Buy
9,393
+4,210
+81% +$541K ﹤0.01% 939
2025
Q2 		$759K Sell
5,183
-61
-1% -$8.51K ﹤0.01% 956
2025
Q1 		$779K Buy
+5,244
New +$697K ﹤0.01% 876

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

Lido Advisors's TW Position: Q1 2026 in Review

Lido Advisors reduced its Tradeweb Markets (TW) stake by 54% in Q1 2026, selling an estimated $579K and leaving 4,300 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Lido Advisors first reported a position in TW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q3 2025. 581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Lido Advisors held 4,300 shares of Tradeweb Markets worth $506K as of Q1 2026.
  • Lido Advisors sold 5,062 Tradeweb Markets shares in Q1 2026, an estimated $579K.
  • Tradeweb Markets made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1299 holding.
  • Lido Advisors first reported a position in Tradeweb Markets in Q1 2025 and has held it in 5 quarters since.
  • Lido Advisors's Tradeweb Markets position peaked at $1.04M in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.