Planning Strategies Inc.’s Tradeweb Markets TW Stock Holding History

Planning Strategies Inc.’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	$100	Buy	+1	New	+$108	﹤0.01%	1033

Other funds holding TW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Planning Strategies Inc.'s TW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Tradeweb Markets (TW) in Q2 2026: 1 share worth $100. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings.

116 funds tracked by Wall St. Rank hold TW as of Q2 2026.

Planning Strategies Inc. held 1 share of Tradeweb Markets worth $100 as of Q2 2026.
Tradeweb Markets was a new Planning Strategies Inc. position in Q2 2026.
Tradeweb Markets made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1033 holding.
116 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.