TWM
TW icon

TopTier Wealth Management’s Tradeweb Markets TW Stock Holding History

TopTier 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
Q2 		– Sell
-2
Closed -$235 – 681
2026
Q1 		$235 Buy
+2
New +$229 ﹤0.01% 763

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 $3.37T AUM 44.26% 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

TopTier Wealth Management's TW Position: Q2 2026 in Review

TopTier Wealth Management sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 2 shares — an estimated $235 sold.

TopTier Wealth Management first reported a position in TW in Q1 2026 and held it in 1 quarter. The position peaked at $235 in Q1 2026. 561 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • TopTier Wealth Management reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 2 Tradeweb Markets shares in Q2 2026, an estimated $235.
  • TopTier Wealth Management first reported a position in Tradeweb Markets in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Tradeweb Markets position peaked at $235 in Q1 2026.
  • 561 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.