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Sequoia Financial Advisors’s Tradeweb Markets TW Stock Holding History

Sequoia Financial 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
Q1 		$7.96M Sell
67,678
-7,596
-10% -$869K 0.04% 237
2025
Q4 		$8.09M Buy
75,274
+8,206
+12% +$881K 0.05% 234
2025
Q3 		$7.44M Buy
67,068
+4,776
+8% +$614K 0.05% 238
2025
Q2 		$9.12M Buy
62,292
+3,131
+5% +$437K 0.06% 201
2025
Q1 		$8.78M Buy
59,161
+4,950
+9% +$658K 0.07% 205
2024
Q4 		$7.1M Buy
54,211
+2,525
+5% +$333K 0.07% 215
2024
Q3 		$6.39M Buy
51,686
+3,025
+6% +$343K 0.07% 190
2024
Q2 		$5.16M Buy
48,661
+2,268
+5% +$240K 0.06% 187
2024
Q1 		$4.83M Sell
46,393
-3,943
-8% -$396K 0.06% 199
2023
Q4 		$4.57M Buy
+50,336
New +$4.49M 0.06% 218

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 $5.7T 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