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Ritholtz Wealth Management’s Tradeweb Markets TW Stock Holding History

Ritholtz Wealth Management’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
2025
Q3 		– Sell
-1,378
Closed -$202K – 1116
2025
Q2 		$202K Sell
1,378
-660
-32% -$92.1K ﹤0.01% 918
2025
Q1 		$303K Buy
+2,038
New +$271K 0.01% 747

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Wellington Management Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Ritholtz Wealth Management's TW Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 1,378 shares — an estimated $202K sold.

Ritholtz Wealth Management first reported a position in TW in Q1 2025 and held it in 2 quarters. The position peaked at $303K in Q1 2025. 545 funds tracked by Wall St. Rank hold TW as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,378 Tradeweb Markets shares in Q3 2025, an estimated $202K.
  • Ritholtz Wealth Management first reported a position in Tradeweb Markets in Q1 2025 and held it in 2 quarters.
  • Ritholtz Wealth Management's Tradeweb Markets position peaked at $303K in Q1 2025.
  • 545 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.