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Perigon Wealth Management’s Tradeweb Markets TW Stock Holding History

Perigon 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
Q1 		– Sell
-2,014
Closed -$217K – 1412
2025
Q4 		$217K Buy
+2,014
New +$216K ﹤0.01% 1200

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LP
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Perigon Wealth Management's TW Position: Q1 2026 in Review

Perigon Wealth Management sold out of Tradeweb Markets (TW) in Q1 2026, closing a stake of 2,014 shares — an estimated $217K sold.

Perigon Wealth Management first reported a position in TW in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 585 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Perigon Wealth Management reported no remaining Tradeweb Markets position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,014 Tradeweb Markets shares in Q1 2026, an estimated $217K.
  • Perigon Wealth Management first reported a position in Tradeweb Markets in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Tradeweb Markets position peaked at $217K in Q4 2025.
  • 585 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.