QFW
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QTR Family Wealth’s Tradeweb Markets TW Stock Holding History

QTR Family 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 		– Sell
-2,068
Closed -$251K – 365
2026
Q1 		$251K Buy
+2,068
New +$237K 0.1% 230

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Vanguard Portfolio Management
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Vanguard Capital Management
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CG
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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 $3.38T AUM 44.17% 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

QTR Family Wealth's TW Position: Q2 2026 in Review

QTR Family Wealth sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 2,068 shares — an estimated $251K sold.

QTR Family Wealth first reported a position in TW in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • QTR Family Wealth reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • QTR Family Wealth sold 2,068 Tradeweb Markets shares in Q2 2026, an estimated $251K.
  • QTR Family Wealth first reported a position in Tradeweb Markets in Q1 2026 and held it in 1 quarter.
  • QTR Family Wealth's Tradeweb Markets position peaked at $251K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

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