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Roberts Wealth Advisors’s Tradeweb Markets TW Stock Holding History

Roberts Wealth Advisors’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 		$3.67M Sell
36,856
-99
-0.3% -$10.7K 0.83% 38
2026
Q1 		$4.35M Buy
36,955
+1,256
+4% +$144K 1.1% 27
2025
Q4 		$3.84M Buy
35,699
+20,492
+135% +$2.2M 1% 33
2025
Q3 		$1.69M Buy
15,207
+184
+1% +$23.7K 0.45% 61
2025
Q2 		$2.2M Buy
15,023
+131
+0.9% +$18.3K 0.63% 48
2025
Q1 		$2.21M Buy
+14,892
New +$1.98M 0.68% 51

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

Roberts Wealth Advisors's TW Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Tradeweb Markets (TW) stake by 0.27% in Q2 2026, selling an estimated $10.7K and leaving 36,856 shares worth $3.67M. The position accounts for 0.83% of the portfolio, ranked #38.

Roberts Wealth Advisors first reported a position in TW in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.35M in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Roberts Wealth Advisors held 36,856 shares of Tradeweb Markets worth $3.67M as of Q2 2026.
  • Roberts Wealth Advisors sold 99 Tradeweb Markets shares in Q2 2026, an estimated $10.7K.
  • Tradeweb Markets made up 0.83% of Roberts Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Roberts Wealth Advisors first reported a position in Tradeweb Markets in Q1 2025 and has held it in 6 quarters since.
  • Roberts Wealth Advisors's Tradeweb Markets position peaked at $4.35M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.