NW
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NewEdge Wealth’s Tradeweb Markets TW Stock Holding History

NewEdge Wealth’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 		$313K Buy
3,145
+1,098
+54% +$119K ﹤0.01% 1021
2026
Q1 		$241K Sell
2,047
-2,529
-55% -$289K ﹤0.01% 1026
2025
Q4 		$492K Buy
4,576
+79
+2% +$8.48K 0.01% 849
2025
Q3 		$470K Sell
4,497
-8,016
-64% -$1.03M 0.01% 758
2025
Q2 		$1.73M Buy
12,513
+10,491
+519% +$1.46M 0.03% 411
2025
Q1 		$300K Sell
2,022
-403
-17% -$53.6K 0.01% 772
2024
Q4 		$317K Sell
2,425
-42
-2% -$5.54K 0.01% 744
2024
Q3 		$305K Buy
2,467
+467
+23% +$52.9K 0.01% 724
2024
Q2 		$212K Sell
2,000
-16
-0.8% -$1.69K ﹤0.01% 719
2024
Q1 		$213K Buy
+2,016
New +$203K ﹤0.01% 755

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 Wealth's TW Position: Q2 2026 in Review

NewEdge Wealth increased its Tradeweb Markets (TW) stake by 54% in Q2 2026, buying an estimated $119K and bringing the position to 3,145 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

NewEdge Wealth first reported a position in TW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q2 2025. 560 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • NewEdge Wealth held 3,145 shares of Tradeweb Markets worth $313K as of Q2 2026.
  • NewEdge Wealth bought 1,098 Tradeweb Markets shares in Q2 2026, an estimated $119K.
  • Tradeweb Markets made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1021 holding.
  • NewEdge Wealth first reported a position in Tradeweb Markets in Q1 2024 and has held it in 10 quarters since.
  • NewEdge Wealth's Tradeweb Markets position peaked at $1.73M in Q2 2025.
  • 560 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.