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West Oak Capital’s Tradeweb Markets TW Stock Holding History

West Oak Capital’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 		$666 Hold
600
– – 0.03% 152
2025
Q2 		$878 Hold
600
– – 0.03% 149
2025
Q1 		$891 Hold
600
– – 0.03% 150
2024
Q4 		$786K Hold
600
– – 0.03% 160
2024
Q3 		$742 Hold
600
– – 0.01% 163
2024
Q2 		$63.6K Buy
+600
New +$63.4K 0.03% 173
2020
Q3 		– Sell
-1,700
Closed -$99K – 330
2020
Q2 		$99K Buy
+1,700
New +$97.9K 0.06% 133

Other funds holding TW

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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

West Oak Capital's TW Position: Q3 2025 in Review

West Oak Capital held its Tradeweb Markets (TW) position steady in Q3 2025 at 600 shares worth $666. The position accounts for 0.03% of the portfolio, ranked #152.

West Oak Capital first reported a position in TW in Q2 2020 and has held it in 7 quarters since. The position peaked at $786K in Q4 2024. 543 funds tracked by Wall St. Rank hold TW as of Q3 2025.

  • West Oak Capital held 600 shares of Tradeweb Markets worth $666 as of Q3 2025.
  • West Oak Capital left its Tradeweb Markets share count unchanged in Q3 2025.
  • Tradeweb Markets made up 0.03% of West Oak Capital's portfolio in Q3 2025, its #152 holding.
  • West Oak Capital first reported a position in Tradeweb Markets in Q2 2020 and has held it in 7 quarters since.
  • West Oak Capital's Tradeweb Markets position peaked at $786K in Q4 2024.
  • 543 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.