MWM
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Moran Wealth Management’s Tradeweb Markets TW Stock Holding History

Moran 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
2026
Q2 		$10.3M Buy
103,061
+25,023
+32% +$2.71M 0.28% 119
2026
Q1 		$9.18M Buy
78,038
+5,923
+8% +$678K 0.28% 120
2025
Q4 		$7.76M Buy
+72,115
New +$7.74M 0.24% 133
2025
Q3 		– Sell
-67,505
Closed -$9.88M – 537
2025
Q2 		$9.88M Sell
67,505
-249
-0.4% -$34.7K 0.3% 106
2025
Q1 		$10.1M Buy
+67,754
New +$9.01M 0.34% 96

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

Moran Wealth Management's TW Position: Q2 2026 in Review

Moran Wealth Management increased its Tradeweb Markets (TW) stake by 32% in Q2 2026, buying an estimated $2.71M and bringing the position to 103,061 shares worth $10.3M. The position accounts for 0.28% of the portfolio, ranked #119.

Moran Wealth Management first reported a position in TW in Q1 2025 and has held it in 5 quarters since. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Moran Wealth Management held 103,061 shares of Tradeweb Markets worth $10.3M as of Q2 2026.
  • Moran Wealth Management bought 25,023 Tradeweb Markets shares in Q2 2026, an estimated $2.71M.
  • Tradeweb Markets made up 0.28% of Moran Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Moran Wealth Management first reported a position in Tradeweb Markets in Q1 2025 and has held it in 5 quarters since.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.