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PUREfi Wealth’s Tradeweb Markets TW Stock Holding History

PUREfi Wealth’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 		$248K Buy
2,490
+44
+2% +$4.77K 0.14% 178
2026
Q1 		$288K Buy
+2,446
New +$280K 0.19% 145
2025
Q3 		– Sell
-2,054
Closed -$301K – 174
2025
Q2 		$301K Buy
2,054
+277
+16% +$38.6K 0.24% 110
2025
Q1 		$264K Buy
+1,777
New +$236K 0.26% 102

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

PUREfi Wealth's TW Position: Q2 2026 in Review

PUREfi Wealth increased its Tradeweb Markets (TW) stake by 1.8% in Q2 2026, buying an estimated $4.77K and bringing the position to 2,490 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #178.

PUREfi Wealth first reported a position in TW in Q1 2025 and has held it in 4 quarters since. The position peaked at $301K in Q2 2025. 560 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • PUREfi Wealth held 2,490 shares of Tradeweb Markets worth $248K as of Q2 2026.
  • PUREfi Wealth bought 44 Tradeweb Markets shares in Q2 2026, an estimated $4.77K.
  • Tradeweb Markets made up 0.14% of PUREfi Wealth's portfolio in Q2 2026, its #178 holding.
  • PUREfi Wealth first reported a position in Tradeweb Markets in Q1 2025 and has held it in 4 quarters since.
  • PUREfi Wealth's Tradeweb Markets position peaked at $301K in Q2 2025.
  • 560 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

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