Stephens Consulting’s Tradeweb Markets TW Stock Holding History

Stephens Consulting’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	-5	Closed	-$732	–	1108
2025 Q2	$732	Buy	+5	New	+$698	﹤0.01%	780

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 $3.38T AUM 44.17% 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

Stephens Consulting's TW Position: Q3 2025 in Review

Stephens Consulting sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 5 shares — an estimated $732 sold.

Stephens Consulting first reported a position in TW in Q2 2025 and held it in 1 quarter. The position peaked at $732 in Q2 2025. 545 funds tracked by Wall St. Rank hold TW as of Q3 2025.

Stephens Consulting reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 5 Tradeweb Markets shares in Q3 2025, an estimated $732.
Stephens Consulting first reported a position in Tradeweb Markets in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Tradeweb Markets position peaked at $732 in Q2 2025.
545 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.