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Root Financial Partners’s Tradeweb Markets TW Stock Holding History

Root Financial Partners’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
-890
Closed -$105K – 2988
2026
Q1 		$105K Buy
890
+768
+630% +$87.9K ﹤0.01% 548
2025
Q4 		$13.1K Buy
122
+1
+0.8% +$107 ﹤0.01% 1380
2025
Q3 		$13.4K Buy
+121
New +$15.6K ﹤0.01% 1311

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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

Root Financial Partners's TW Position: Q2 2026 in Review

Root Financial Partners sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 890 shares — an estimated $105K sold.

Root Financial Partners first reported a position in TW in Q3 2025 and held it in 3 quarters. The position peaked at $105K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Root Financial Partners reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 890 Tradeweb Markets shares in Q2 2026, an estimated $105K.
  • Root Financial Partners first reported a position in Tradeweb Markets in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Tradeweb Markets position peaked at $105K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.