Mackenzie Financial
TW icon

Mackenzie Financial’s Tradeweb Markets TW Stock Holding History

Mackenzie Financial’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 		$1.3M Buy
11,079
+1,119
+11% +$128K ﹤0.01% 1030
2025
Q4 		$1.07M Buy
9,960
+2,255
+29% +$242K ﹤0.01% 1037
2025
Q3 		$855K Buy
7,705
+388
+5% +$49.9K ﹤0.01% 1110
2025
Q2 		$1.07M Buy
7,317
+385
+6% +$53.7K ﹤0.01% 993
2025
Q1 		$1.03M Sell
6,932
-76,795
-92% -$10.2M ﹤0.01% 971
2024
Q4 		$11M Buy
+83,727
New +$11M 0.01% 452
2024
Q3 		– Sell
-2,875
Closed -$305K – 1678
2024
Q2 		$305K Buy
+2,875
New +$304K ﹤0.01% 1161
2022
Q2 		– Sell
-2,538
Closed -$223K – 1548
2022
Q1 		$223K Buy
+2,538
New +$220K ﹤0.01% 1246
2020
Q2 		– Sell
-43,500
Closed -$1.83M – 1132
2020
Q1 		$1.83M Buy
+43,500
New +$1.99M 0.01% 520

Other funds holding TW

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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