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Waypoint Wealth Counsel’s Tradeweb Markets TW Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,983
Closed -$213K – 290
2025
Q4 		$213K Buy
+1,983
New +$213K 0.08% 251

Other funds holding TW

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Waypoint Wealth Counsel's TW Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Tradeweb Markets (TW) in Q1 2026, closing a stake of 1,983 shares — an estimated $213K sold.

Waypoint Wealth Counsel first reported a position in TW in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 585 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Tradeweb Markets position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,983 Tradeweb Markets shares in Q1 2026, an estimated $213K.
  • Waypoint Wealth Counsel first reported a position in Tradeweb Markets in Q4 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's Tradeweb Markets position peaked at $213K in Q4 2025.
  • 585 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.