Physician Wealth Advisors’s Tradeweb Markets TW Stock Holding History

Physician Wealth 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	$3.59K	Buy	36 +15	+71%	+$1.63K	﹤0.01%	1249
2026 Q1	$2.47K	Sell	21 -35	-63%	-$4.01K	﹤0.01%	1256
2025 Q4	$6.02K	Sell	56 -12	-18%	-$1.29K	﹤0.01%	918
2025 Q3	$7.55K	Buy	68 +65	+2,167%	+$8.36K	﹤0.01%	819
2025 Q2	$440	Buy	+3	New	+$419	﹤0.01%	1745

Other funds holding TW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Physician Wealth Advisors's TW Position: Q2 2026 in Review

Physician Wealth Advisors increased its Tradeweb Markets (TW) stake by 71% in Q2 2026, buying an estimated $1.63K and bringing the position to 36 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Physician Wealth Advisors first reported a position in TW in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.55K in Q3 2025. 73 funds tracked by Wall St. Rank hold TW as of Q2 2026.

Physician Wealth Advisors held 36 shares of Tradeweb Markets worth $3.59K as of Q2 2026.
Physician Wealth Advisors bought 15 Tradeweb Markets shares in Q2 2026, an estimated $1.63K.
Tradeweb Markets made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1249 holding.
Physician Wealth Advisors first reported a position in Tradeweb Markets in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Tradeweb Markets position peaked at $7.55K in Q3 2025.
73 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.