Aaron Wealth Advisors’s MarketWise MKTW Stock Holding History

Aaron Wealth Advisors’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-606	Closed	-$5.98K	–	507
2025 Q1	$5.98K	Buy	+606	New	+$7.25K	﹤0.01%	450

Other funds holding MKTW

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Aaron Wealth Advisors's MKTW Position: Q2 2025 in Review

Aaron Wealth Advisors sold out of MarketWise (MKTW) in Q2 2025, closing a stake of 606 shares — an estimated $5.98K sold.

Aaron Wealth Advisors first reported a position in MKTW in Q1 2025 and held it in 1 quarter. The position peaked at $5.98K in Q1 2025. 43 funds tracked by Wall St. Rank hold MKTW as of Q2 2025.

Aaron Wealth Advisors reported no remaining MarketWise position as of Q2 2025 after selling out during the quarter.
Aaron Wealth Advisors sold 606 MarketWise shares in Q2 2025, an estimated $5.98K.
Aaron Wealth Advisors first reported a position in MarketWise in Q1 2025 and held it in 1 quarter.
Aaron Wealth Advisors's MarketWise position peaked at $5.98K in Q1 2025.
43 funds tracked by Wall St. Rank held MarketWise as of Q2 2025.

Based on Aaron Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.