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Principia Wealth Advisory’s Tradeweb Markets TW Stock Holding History

Principia Wealth Advisory’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 		$598 Sell
6
-2
-25% -$217 ﹤0.01% 859
2026
Q1 		$941 Buy
8
+4
+100% +$458 ﹤0.01% 718
2025
Q4 		$430 Sell
4
-1
-20% -$107 ﹤0.01% 841
2025
Q3 		$555 Sell
5
-1
-17% -$129 ﹤0.01% 779
2025
Q2 		$878 Sell
6
-1
-14% -$140 ﹤0.01% 611
2025
Q1 		$896 Buy
7
+2
+40% +$266 ﹤0.01% 422
2024
Q4 		$655 Buy
+5
New +$659 ﹤0.01% 466

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

Principia Wealth Advisory's TW Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Tradeweb Markets (TW) stake by 25% in Q2 2026, selling an estimated $217 and leaving 6 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Principia Wealth Advisory first reported a position in TW in Q4 2024 and has held it in 7 quarters since. The position peaked at $941 in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Principia Wealth Advisory held 6 shares of Tradeweb Markets worth $598 as of Q2 2026.
  • Principia Wealth Advisory sold 2 Tradeweb Markets shares in Q2 2026, an estimated $217.
  • Tradeweb Markets made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #859 holding.
  • Principia Wealth Advisory first reported a position in Tradeweb Markets in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Tradeweb Markets position peaked at $941 in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.