Simplicity Wealth’s Tradeweb Markets TW Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-3,388	Closed	-$496K	–	741
2025 Q2	$496K	Buy	+3,388	New	+$473K	0.02%	459

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's TW Position: Q3 2025 in Review

Simplicity Wealth sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 3,388 shares — an estimated $496K sold.

Simplicity Wealth first reported a position in TW in Q2 2025 and held it in 1 quarter. The position peaked at $496K in Q2 2025. 544 funds tracked by Wall St. Rank hold TW as of Q3 2025.

Simplicity Wealth reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
Simplicity Wealth sold 3,388 Tradeweb Markets shares in Q3 2025, an estimated $496K.
Simplicity Wealth first reported a position in Tradeweb Markets in Q2 2025 and held it in 1 quarter.
Simplicity Wealth's Tradeweb Markets position peaked at $496K in Q2 2025.
544 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.