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Loring Wolcott & Coolidge Fiduciary Advisors’s Tradeweb Markets TW Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$55.3K Hold
555
– – ﹤0.01% 431
2026
Q1 		$67.4K Sell
555
-145
-21% -$16.6K ﹤0.01% 404
2025
Q4 		$72.7K Sell
700
-110
-14% -$11.8K ﹤0.01% 399
2025
Q3 		$89.7K Hold
810
– – ﹤0.01% 389
2025
Q2 		$119K Sell
810
-1,200
-60% -$167K ﹤0.01% 329
2025
Q1 		$269K Sell
2,010
-100
-5% -$13.3K ﹤0.01% 244
2024
Q4 		$270K Hold
2,110
– – ﹤0.01% 252
2024
Q3 		$281K Buy
2,110
+2,000
+1,818% +$227K ﹤0.01% 248
2024
Q2 		$11.9K Hold
110
– – ﹤0.01% 481
2024
Q1 		$11.2K Buy
+110
New +$11.1K ﹤0.01% 487

Other funds holding TW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TW Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Tradeweb Markets (TW) position steady in Q2 2026 at 555 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TW in Q1 2024 and has held it in 10 quarters since. The position peaked at $281K in Q3 2024. 237 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 555 shares of Tradeweb Markets worth $55.3K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Tradeweb Markets share count unchanged in Q2 2026.
  • Tradeweb Markets made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #431 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Tradeweb Markets in Q1 2024 and has held it in 10 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Tradeweb Markets position peaked at $281K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.