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Steward Partners Investment Advisory’s Tradeweb Markets TW Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-3,524
Closed -$415K – 4860
2026
Q1 		$415K Buy
3,524
+38
+1% +$4.35K ﹤0.01% 1613
2025
Q4 		$375K Buy
3,486
+37
+1% +$3.97K ﹤0.01% 1588
2025
Q3 		$383K Sell
3,449
-49
-1% -$6.3K ﹤0.01% 1516
2025
Q2 		$512K Sell
3,498
-78
-2% -$10.9K ﹤0.01% 1288
2025
Q1 		$531K Sell
3,576
-82
-2% -$10.9K ﹤0.01% 1192
2024
Q4 		$479K Sell
3,658
-35
-0.9% -$4.62K ﹤0.01% 1189
2024
Q3 		$457K Buy
3,693
+1,638
+80% +$186K ﹤0.01% 1147
2024
Q2 		$218K Hold
2,055
– – ﹤0.01% 1403
2024
Q1 		$214K Sell
2,055
-1,000
-33% -$101K ﹤0.01% 1402
2023
Q4 		$278K Sell
3,055
-1,000
-25% -$89.3K ﹤0.01% 1249
2023
Q3 		$325K Sell
4,055
-165
-4% -$13.2K 0.01% 1096
2023
Q2 		$289K Buy
4,220
+165
+4% +$11.7K ﹤0.01% 1137
2023
Q1 		$320K Hold
4,055
– – 0.01% 1085
2022
Q4 		$263K Hold
4,055
– – ﹤0.01% 1131
2022
Q3 		$229K Buy
4,055
+55
+1% +$3.74K ﹤0.01% 1150
2022
Q2 		$273K Hold
4,000
– – 0.01% 1077
2022
Q1 		$351K Hold
4,000
– – 0.01% 1060
2021
Q4 		$401K Hold
4,000
– – 0.01% 1026
2021
Q3 		$323K Buy
+4,000
New +$345K 0.01% 1073
2021
Q1 		– Sell
-1,572
Closed -$98K – 3502
2020
Q4 		$98K Hold
1,572
– – ﹤0.01% 1373
2020
Q3 		$91K Hold
1,572
– – ﹤0.01% 1259
2020
Q2 		$91K Buy
+1,572
New +$90.5K ﹤0.01% 1192

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

Steward Partners Investment Advisory's TW Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 3,524 shares — an estimated $415K sold.

Steward Partners Investment Advisory first reported a position in TW in Q2 2020 and held it in 22 quarters. The position peaked at $531K in Q1 2025. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,524 Tradeweb Markets shares in Q2 2026, an estimated $415K.
  • Steward Partners Investment Advisory first reported a position in Tradeweb Markets in Q2 2020 and held it in 22 quarters.
  • Steward Partners Investment Advisory's Tradeweb Markets position peaked at $531K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.