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Williamson Legacy Group’s Tradeweb Markets TW Stock Holding History

Williamson Legacy Group’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
-6,827
Closed -$999K – 133
2025
Q2 		$999K Buy
+6,827
New +$953K 0.84% 60

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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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Williamson Legacy Group's TW Position: Q3 2025 in Review

Williamson Legacy Group sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 6,827 shares — an estimated $999K sold.

Williamson Legacy Group first reported a position in TW in Q2 2025 and held it in 1 quarter. The position peaked at $999K in Q2 2025. 544 funds tracked by Wall St. Rank hold TW as of Q3 2025.

  • Williamson Legacy Group reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 6,827 Tradeweb Markets shares in Q3 2025, an estimated $999K.
  • Williamson Legacy Group first reported a position in Tradeweb Markets in Q2 2025 and held it in 1 quarter.
  • Williamson Legacy Group's Tradeweb Markets position peaked at $999K in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.