True Wealth Design
TW icon

True Wealth Design’s Tradeweb Markets TW Stock Holding History

True Wealth Design’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
Q3 		$72.1K Sell
715
-297
-29% -$30.5K 0.02% 380
2026
Q2 		$101K Buy
1,012
+278
+38% +$30.2K 0.02% 260
2026
Q1 		$86.4K Buy
734
+92
+14% +$10.5K 0.02% 249
2025
Q4 		$69K Buy
642
+607
+1,734% +$65.2K 0.02% 253
2025
Q3 		$3.88K Buy
35
+25
+250% +$3.21K ﹤0.01% 1186
2025
Q2 		$1.46K Buy
10
+6
+150% +$837 ﹤0.01% 1307
2025
Q1 		$594 Buy
+4
New +$532 ﹤0.01% 1479

Other funds holding TW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

True Wealth Design's TW Position: Q3 2026 in Review

True Wealth Design reduced its Tradeweb Markets (TW) stake by 29% in Q3 2026, selling an estimated $30.5K and leaving 715 shares worth $72.1K. The position accounts for 0.02% of the portfolio, ranked #380.

True Wealth Design first reported a position in TW in Q1 2025 and has held it in 7 quarters since. The position peaked at $101K in Q2 2026. 182 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • True Wealth Design held 715 shares of Tradeweb Markets worth $72.1K as of Q3 2026.
  • True Wealth Design sold 297 Tradeweb Markets shares in Q3 2026, an estimated $30.5K.
  • Tradeweb Markets made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #380 holding.
  • True Wealth Design first reported a position in Tradeweb Markets in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Tradeweb Markets position peaked at $101K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.