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SageView Advisory Group’s Tradeweb Markets TW Stock Holding History

SageView Advisory Group’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
Q4 		$1.83K Buy
+17
New +$1.82K ﹤0.01% 2262
2025
Q3 		– Sell
-1,581
Closed -$218K – 663
2025
Q2 		$218K Sell
1,581
-246
-13% -$34.3K 0.01% 581
2025
Q1 		$271K Buy
1,827
+39
+2% +$5.18K 0.01% 498
2024
Q4 		$234K Buy
1,788
+35
+2% +$4.62K 0.01% 523
2024
Q3 		$217K Buy
+1,753
New +$199K 0.01% 478

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

SageView Advisory Group's TW Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Tradeweb Markets (TW) in Q4 2025: 17 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #2262 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in TW as recently as Q2 2025.

SageView Advisory Group first reported a position in TW in Q3 2024 and has held it in 5 quarters since. The position peaked at $271K in Q1 2025. 552 funds tracked by Wall St. Rank hold TW as of Q4 2025.

  • SageView Advisory Group held 17 shares of Tradeweb Markets worth $1.83K as of Q4 2025.
  • Tradeweb Markets was a new SageView Advisory Group position in Q4 2025.
  • Tradeweb Markets made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2262 holding.
  • SageView Advisory Group first reported a position in Tradeweb Markets in Q3 2024 and has held it in 5 quarters since.
  • SageView Advisory Group's Tradeweb Markets position peaked at $271K in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.