PWMG
TW icon

Private Wealth Management Group’s Tradeweb Markets TW Stock Holding History

Private Wealth Management Group’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 		$2.89K Buy
29
+21
+263% +$2.28K ﹤0.01% 1038
2026
Q1 		$942 Hold
8
– – ﹤0.01% 1261
2025
Q4 		$861 Hold
8
– – ﹤0.01% 1302
2025
Q3 		$888 Hold
8
– – ﹤0.01% 1312
2025
Q2 		$1.17K Hold
8
– – ﹤0.01% 1227
2025
Q1 		$1.19K Hold
8
– – ﹤0.01% 1215
2024
Q4 		$1.05K Hold
8
– – ﹤0.01% 1289
2024
Q3 		$990 Hold
8
– – ﹤0.01% 1286
2024
Q2 		$848 Hold
8
– – ﹤0.01% 1327
2024
Q1 		$834 Hold
8
– – ﹤0.01% 1325
2023
Q4 		$728 Buy
+8
New +$714 ﹤0.01% 1368

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

Private Wealth Management Group's TW Position: Q2 2026 in Review

Private Wealth Management Group increased its Tradeweb Markets (TW) stake by 263% in Q2 2026, buying an estimated $2.28K and bringing the position to 29 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Private Wealth Management Group first reported a position in TW in Q4 2023 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Private Wealth Management Group held 29 shares of Tradeweb Markets worth $2.89K as of Q2 2026.
  • Private Wealth Management Group bought 21 Tradeweb Markets shares in Q2 2026, an estimated $2.28K.
  • Tradeweb Markets made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1038 holding.
  • Private Wealth Management Group first reported a position in Tradeweb Markets in Q4 2023 and has held it in 11 quarters since.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.