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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
Q2 		$304K Buy
3,049
+687
+29% +$74.5K ﹤0.01% 2475
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
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

NewEdge Advisors's TW Position: Q2 2026 in Review

NewEdge Advisors increased its Tradeweb Markets (TW) stake by 29% in Q2 2026, buying an estimated $74.5K and bringing the position to 3,049 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

NewEdge Advisors first reported a position in TW in Q4 2021 and has held it in 14 quarters since. The position peaked at $431K in Q1 2024. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • NewEdge Advisors held 3,049 shares of Tradeweb Markets worth $304K as of Q2 2026.
  • NewEdge Advisors bought 687 Tradeweb Markets shares in Q2 2026, an estimated $74.5K.
  • Tradeweb Markets made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2475 holding.
  • NewEdge Advisors first reported a position in Tradeweb Markets in Q4 2021 and has held it in 14 quarters since.
  • NewEdge Advisors's Tradeweb Markets position peaked at $431K in Q1 2024.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.