VestGen Advisors’s Tradeweb Markets TW Stock Holding History

VestGen 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	-1,981	Closed	-$216K	–	1159
2026 Q1	$216K	Buy	+1,981	New	+$227K	0.01%	978

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

VestGen Advisors's TW Position: Q2 2026 in Review

VestGen Advisors sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 1,981 shares — an estimated $216K sold.

VestGen Advisors first reported a position in TW in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

VestGen Advisors reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
VestGen Advisors sold 1,981 Tradeweb Markets shares in Q2 2026, an estimated $216K.
VestGen Advisors first reported a position in Tradeweb Markets in Q1 2026 and held it in 1 quarter.
VestGen Advisors's Tradeweb Markets position peaked at $216K in Q1 2026.
563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.