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
Q2 		$501K Buy
5,031
+731
+17% +$79.3K ﹤0.01% 1473
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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
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 $3.37T AUM 44.26% 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

Lido Advisors's TW Position: Q2 2026 in Review

Lido Advisors increased its Tradeweb Markets (TW) stake by 17% in Q2 2026, buying an estimated $79.3K and bringing the position to 5,031 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Lido Advisors first reported a position in TW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q3 2025. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Lido Advisors held 5,031 shares of Tradeweb Markets worth $501K as of Q2 2026.
  • Lido Advisors bought 731 Tradeweb Markets shares in Q2 2026, an estimated $79.3K.
  • Tradeweb Markets made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1473 holding.
  • Lido Advisors first reported a position in Tradeweb Markets in Q1 2025 and has held it in 6 quarters since.
  • Lido Advisors's Tradeweb Markets position peaked at $1.04M in Q3 2025.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.