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Wealth Preservation Advisors’s Tradeweb Markets TW Stock Holding History

Wealth Preservation 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
-218
Closed -$25.6K – 885
2026
Q1 		$25.6K Buy
+218
New +$25K 0.02% 278

Other funds holding TW

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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

Wealth Preservation Advisors's TW Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Tradeweb Markets (TW) in Q2 2026, closing a stake of 218 shares — an estimated $25.6K sold.

Wealth Preservation Advisors first reported a position in TW in Q1 2026 and held it in 1 quarter. The position peaked at $25.6K in Q1 2026. 562 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Tradeweb Markets position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 218 Tradeweb Markets shares in Q2 2026, an estimated $25.6K.
  • Wealth Preservation Advisors first reported a position in Tradeweb Markets in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Tradeweb Markets position peaked at $25.6K in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.