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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
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

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Root Financial Partners's TW Position: Q1 2026 in Review

Root Financial Partners increased its Tradeweb Markets (TW) stake by 630% in Q1 2026, buying an estimated $87.9K and bringing the position to 890 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Root Financial Partners first reported a position in TW in Q3 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Root Financial Partners held 890 shares of Tradeweb Markets worth $105K as of Q1 2026.
  • Root Financial Partners bought 768 Tradeweb Markets shares in Q1 2026, an estimated $87.9K.
  • Tradeweb Markets made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #548 holding.
  • Root Financial Partners first reported a position in Tradeweb Markets in Q3 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.