NewEdge Advisors’s Tradeweb Markets TW Stock Holding History

NewEdge 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 Q1	$278K	Buy	2,362 +2,210	+1,454%	+$253K	﹤0.01%	2397
2025 Q4	$16.4K	Sell	152 -25	-14%	-$2.68K	﹤0.01%	3315
2025 Q3	$19.7K	Buy	177 +20	+13%	+$2.57K	﹤0.01%	3129
2025 Q2	$23K	Hold	157	–	–	﹤0.01%	2906
2025 Q1	$23.3K	Sell	157 -219	-58%	-$29.1K	﹤0.01%	2811
2024 Q4	$49.2K	Buy	376 +111	+42%	+$14.6K	﹤0.01%	2530
2024 Q3	$32.8K	Buy	265 +65	+33%	+$7.37K	﹤0.01%	2563
2024 Q2	$21.2K	Sell	200 -3,938	-95%	-$416K	﹤0.01%	2607
2024 Q1	$431K	Sell	4,138 -268	-6%	-$26.9K	﹤0.01%	1435
2023 Q4	$431K	Buy	+4,406	New	+$393K	﹤0.01%	1361
2023 Q1	–	Sell	-259	Closed	-$86	–	4128
2022 Q4	$86	Buy	+259	New	+$15.2K	﹤0.01%	3393
2022 Q3	–	Sell	-4,810	Closed	-$328K	–	1657
2022 Q2	$328K	Buy	+4,810	New	+$350K	0.01%	1174
2022 Q1	–	Sell	-3,120	Closed	-$312K	–	1617
2021 Q4	$312K	Buy	+3,120	New	+$288K	﹤0.01%	1311

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

NewEdge Advisors's TW Position: Q1 2026 in Review

NewEdge Advisors increased its Tradeweb Markets (TW) stake by 1,454% in Q1 2026, buying an estimated $253K and bringing the position to 2,362 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

NewEdge Advisors first reported a position in TW in Q4 2021 and has held it in 13 quarters since. The position peaked at $431K in Q1 2024. 581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

NewEdge Advisors held 2,362 shares of Tradeweb Markets worth $278K as of Q1 2026.
NewEdge Advisors bought 2,210 Tradeweb Markets shares in Q1 2026, an estimated $253K.
Tradeweb Markets made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2397 holding.
NewEdge Advisors first reported a position in Tradeweb Markets in Q4 2021 and has held it in 13 quarters since.
NewEdge Advisors's Tradeweb Markets position peaked at $431K in Q1 2024.
581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.