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Pinnacle Wealth Planning Services’s Tradeweb Markets TW Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.09K Sell
21
-37
-64% -$4.01K ﹤0.01% 2467
2026
Q1 		$6.82K Buy
58
+41
+241% +$4.69K ﹤0.01% 2154
2025
Q4 		$1.83K Buy
+17
New +$1.82K ﹤0.01% 2498

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

Pinnacle Wealth Planning Services's TW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Tradeweb Markets (TW) stake by 64% in Q2 2026, selling an estimated $4.01K and leaving 21 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Pinnacle Wealth Planning Services first reported a position in TW in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.82K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 21 shares of Tradeweb Markets worth $2.09K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 37 Tradeweb Markets shares in Q2 2026, an estimated $4.01K.
  • Tradeweb Markets made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2467 holding.
  • Pinnacle Wealth Planning Services first reported a position in Tradeweb Markets in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Tradeweb Markets position peaked at $6.82K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.