SPC
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Sigma Planning Corp’s Tradeweb Markets TW Stock Holding History

Sigma Planning Corp’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 		– Sell
-8,921
Closed -$990K – 1388
2025
Q3 		$990K Buy
8,921
+3,115
+54% +$400K 0.03% 534
2025
Q2 		$850K Buy
5,806
+3,276
+129% +$457K 0.03% 554
2025
Q1 		$376K Buy
+2,530
New +$336K 0.01% 845
2022
Q1 		– Sell
-2,815
Closed -$282K – 1496
2021
Q4 		$282K Buy
+2,815
New +$260K 0.01% 1114

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $44.4B AUM 36.05% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Sigma Planning Corp's TW Position: Q4 2025 in Review

Sigma Planning Corp sold out of Tradeweb Markets (TW) in Q4 2025, closing a stake of 8,921 shares — an estimated $990K sold.

Sigma Planning Corp first reported a position in TW in Q4 2021 and held it in 4 quarters. The position peaked at $990K in Q3 2025. 553 funds tracked by Wall St. Rank hold TW as of Q4 2025.

  • Sigma Planning Corp reported no remaining Tradeweb Markets position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 8,921 Tradeweb Markets shares in Q4 2025, an estimated $990K.
  • Sigma Planning Corp first reported a position in Tradeweb Markets in Q4 2021 and held it in 4 quarters.
  • Sigma Planning Corp's Tradeweb Markets position peaked at $990K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.