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Wealthedge Investment Advisors’s Tradeweb Markets TW Stock Holding History

Wealthedge Investment 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
2025
Q3 		– Sell
-3,937
Closed -$576K – 158
2025
Q2 		$576K Sell
3,937
-4,097
-51% -$572K 0.24% 96
2025
Q1 		$1.19M Buy
8,034
+3,237
+67% +$430K 0.54% 53
2024
Q4 		$628K Buy
+4,797
New +$633K 0.28% 83

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthedge Investment Advisors's TW Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 3,937 shares — an estimated $576K sold.

Wealthedge Investment Advisors first reported a position in TW in Q4 2024 and held it in 3 quarters. The position peaked at $1.19M in Q1 2025. 543 funds tracked by Wall St. Rank hold TW as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 3,937 Tradeweb Markets shares in Q3 2025, an estimated $576K.
  • Wealthedge Investment Advisors first reported a position in Tradeweb Markets in Q4 2024 and held it in 3 quarters.
  • Wealthedge Investment Advisors's Tradeweb Markets position peaked at $1.19M in Q1 2025.
  • 543 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.