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Twin Peaks Wealth Advisors’s Tradeweb Markets TW Stock Holding History

Twin Peaks Wealth Advisors’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
-9
Closed -$1.06K – 2057
2026
Q1 		$1.06K Buy
+9
New +$1.03K ﹤0.01% 1887
2025
Q3 		– Sell
-2
Closed -$262 – 1985
2025
Q2 		$262 Buy
+2
New +$279 ﹤0.01% 2009

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

Twin Peaks Wealth Advisors's TW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 9 shares — an estimated $1.06K sold.

Twin Peaks Wealth Advisors first reported a position in TW in Q2 2025 and held it in 2 quarters. The position peaked at $1.06K in Q1 2026. 559 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 9 Tradeweb Markets shares in Q2 2026, an estimated $1.06K.
  • Twin Peaks Wealth Advisors first reported a position in Tradeweb Markets in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Tradeweb Markets position peaked at $1.06K in Q1 2026.
  • 559 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.