SWM
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SHP Wealth Management’s Tradeweb Markets TW Stock Holding History

SHP Wealth Management’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 		$824 Buy
+7
New +$801 ﹤0.01% 1508

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's TW Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Tradeweb Markets (TW) in Q1 2026: 7 shares worth $824. The stake represents ﹤0.01% of the portfolio and ranks #1508 among its holdings.

583 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • SHP Wealth Management held 7 shares of Tradeweb Markets worth $824 as of Q1 2026.
  • Tradeweb Markets was a new SHP Wealth Management position in Q1 2026.
  • Tradeweb Markets made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1508 holding.
  • 583 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.