MWM
TW icon

Mindset Wealth Management’s Tradeweb Markets TW Stock Holding History

Mindset Wealth Management’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
2025
Q2 		– Sell
-1,561
Closed -$232K – 163
2025
Q1 		$232K Buy
+1,561
New +$207K 0.09% 128

Other funds holding TW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mindset Wealth Management's TW Position: Q2 2025 in Review

Mindset Wealth Management sold out of Tradeweb Markets (TW) in Q2 2025, closing a stake of 1,561 shares — an estimated $232K sold.

Mindset Wealth Management first reported a position in TW in Q1 2025 and held it in 1 quarter. The position peaked at $232K in Q1 2025. 569 funds tracked by Wall St. Rank hold TW as of Q2 2025.

  • Mindset Wealth Management reported no remaining Tradeweb Markets position as of Q2 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 1,561 Tradeweb Markets shares in Q2 2025, an estimated $232K.
  • Mindset Wealth Management first reported a position in Tradeweb Markets in Q1 2025 and held it in 1 quarter.
  • Mindset Wealth Management's Tradeweb Markets position peaked at $232K in Q1 2025.
  • 569 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2025.

Based on Mindset Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.