AWM
MKTX icon

Activest Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Activest Wealth Management’s Portfolio MKTX Stock Details MKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.7K Buy
253
+140
+124% +$19.9K 0.01% 365
2026
Q1 		$18.6K Sell
113
-43
-28% -$7.53K ﹤0.01% 539
2025
Q4 		$28.3K Buy
+156
New +$26.6K 0.01% 422
2025
Q3 		– Sell
-3
Closed -$587 – 1177
2025
Q2 		$670 Buy
+3
New +$659 ﹤0.01% 824

Other funds holding MKTX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Activest Wealth Management's MKTX Position: Q2 2026 in Review

Activest Wealth Management increased its MarketAxess Holdings (MKTX) stake by 124% in Q2 2026, buying an estimated $19.9K and bringing the position to 253 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #365.

Activest Wealth Management first reported a position in MKTX in Q2 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Activest Wealth Management held 253 shares of MarketAxess Holdings worth $28.7K as of Q2 2026.
  • Activest Wealth Management bought 140 MarketAxess Holdings shares in Q2 2026, an estimated $19.9K.
  • MarketAxess Holdings made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Activest Wealth Management first reported a position in MarketAxess Holdings in Q2 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.