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Planning Strategies’s Tradeweb Markets TW Stock Holding History

Planning Strategies’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 		$100 Buy
+1
New +$108 ﹤0.01% 1033

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
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planning Strategies's TW Position: Q2 2026 in Review

Planning Strategies opened a new position in Tradeweb Markets (TW) in Q2 2026: 1 share worth $100. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings.

523 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Planning Strategies held 1 share of Tradeweb Markets worth $100 as of Q2 2026.
  • Tradeweb Markets was a new Planning Strategies position in Q2 2026.
  • Tradeweb Markets made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1033 holding.
  • 523 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.