SAG
TW icon

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
2026
Q1 		– Sell
-17
Closed -$1.83K – 2297
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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SageView Advisory Group's TW Position: Q1 2026 in Review

SageView Advisory Group sold out of Tradeweb Markets (TW) in Q1 2026, closing a stake of 17 shares — an estimated $1.83K sold.

SageView Advisory Group first reported a position in TW in Q3 2024 and held it in 5 quarters. The position peaked at $271K in Q1 2025. 585 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • SageView Advisory Group reported no remaining Tradeweb Markets position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 17 Tradeweb Markets shares in Q1 2026, an estimated $1.83K.
  • SageView Advisory Group first reported a position in Tradeweb Markets in Q3 2024 and held it in 5 quarters.
  • SageView Advisory Group's Tradeweb Markets position peaked at $271K in Q1 2025.
  • 585 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.