Moran Wealth Management
TW icon

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
Q3 		$10.4M Sell
102,736
-325
-0.3% -$33.4K 0.28% 121
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 -$9.9M – 537
2025
Q2 		$9.9M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Moran Wealth Management's TW Position: Q3 2026 in Review

Moran Wealth Management reduced its Tradeweb Markets (TW) stake by 0.32% in Q3 2026, selling an estimated $33.4K and leaving 102,736 shares worth $10.4M. The position accounts for 0.28% of the portfolio, ranked #121.

Moran Wealth Management first reported a position in TW in Q1 2025 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • Moran Wealth Management held 102,736 shares of Tradeweb Markets worth $10.4M as of Q3 2026.
  • Moran Wealth Management sold 325 Tradeweb Markets shares in Q3 2026, an estimated $33.4K.
  • Tradeweb Markets made up 0.28% of Moran Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Moran Wealth Management first reported a position in Tradeweb Markets in Q1 2025 and has held it in 6 quarters since.
  • 213 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.