United Capital Financial Advisors’s Tradeweb Markets TW Stock Holding History

United Capital Financial 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 Q1	$231K	Buy	+1,961	New	+$224K	﹤0.01%	1490

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

United Capital Financial Advisors's TW Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Tradeweb Markets (TW) in Q1 2026: 1,961 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings.

581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

United Capital Financial Advisors held 1,961 shares of Tradeweb Markets worth $231K as of Q1 2026.
Tradeweb Markets was a new United Capital Financial Advisors position in Q1 2026.
Tradeweb Markets made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1490 holding.
581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.