RWM
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RMG Wealth Management’s Tradeweb Markets TW Stock Holding History

RMG 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
2026
Q2 		– Sell
-21
Closed -$2.31K – 720
2026
Q1 		$2.31K Buy
+21
New +$2.4K ﹤0.01% 484

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Wellington Management Group
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Vanguard Portfolio Management
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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

RMG Wealth Management's TW Position: Q2 2026 in Review

RMG Wealth Management sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 21 shares — an estimated $2.31K sold.

RMG Wealth Management first reported a position in TW in Q1 2026 and held it in 1 quarter. The position peaked at $2.31K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • RMG Wealth Management reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • RMG Wealth Management sold 21 Tradeweb Markets shares in Q2 2026, an estimated $2.31K.
  • RMG Wealth Management first reported a position in Tradeweb Markets in Q1 2026 and held it in 1 quarter.
  • RMG Wealth Management's Tradeweb Markets position peaked at $2.31K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.