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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
Q2 		$7.69M Buy
77,150
+9,472
+14% +$1.03M 0.04% 266
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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's TW Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Tradeweb Markets (TW) stake by 14% in Q2 2026, buying an estimated $1.03M and bringing the position to 77,150 shares worth $7.69M. The position accounts for 0.04% of the portfolio, ranked #266.

Sequoia Financial Advisors first reported a position in TW in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.12M in Q2 2025. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Sequoia Financial Advisors held 77,150 shares of Tradeweb Markets worth $7.69M as of Q2 2026.
  • Sequoia Financial Advisors bought 9,472 Tradeweb Markets shares in Q2 2026, an estimated $1.03M.
  • Tradeweb Markets made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #266 holding.
  • Sequoia Financial Advisors first reported a position in Tradeweb Markets in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Tradeweb Markets position peaked at $9.12M in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.