Alliance Wealth Advisors (Utah)’s MarketAxess Holdings MKTX Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025 Q3	–	Sell	-941	Closed	-$210K	–	295
2025 Q2	$210K	Sell	941 -12	-1%	-$2.64K	0.05%	257
2025 Q1	$206K	Sell	953 -87	-8%	-$18.3K	0.05%	243
2024 Q4	$235K	Buy	+1,040	New	+$274K	0.06%	238
2024 Q1	–	Sell	-2,198	Closed	-$644K	–	241
2023 Q4	$644K	Buy	2,198 +48	+2%	+$11.6K	0.22%	108
2023 Q3	$459K	Buy	2,150 +68	+3%	+$16.5K	0.17%	129
2023 Q2	$544K	Buy	2,082 +98	+5%	+$29.2K	0.2%	116
2023 Q1	$776K	Buy	1,984 +125	+7%	+$44.3K	0.31%	78
2022 Q4	$519K	Buy	+1,859	New	+$478K	0.23%	104

Other funds holding MKTX

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s MKTX Position: Q3 2025 in Review

Alliance Wealth Advisors (Utah) sold out of MarketAxess Holdings (MKTX) in Q3 2025, closing a stake of 941 shares — an estimated $210K sold.

Alliance Wealth Advisors (Utah) first reported a position in MKTX in Q4 2022 and held it in 8 quarters. The position peaked at $776K in Q1 2023. 452 funds tracked by Wall St. Rank hold MKTX as of Q3 2025.

Alliance Wealth Advisors (Utah) reported no remaining MarketAxess Holdings position as of Q3 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 941 MarketAxess Holdings shares in Q3 2025, an estimated $210K.
Alliance Wealth Advisors (Utah) first reported a position in MarketAxess Holdings in Q4 2022 and held it in 8 quarters.
Alliance Wealth Advisors (Utah)'s MarketAxess Holdings position peaked at $776K in Q1 2023.
452 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2025, filed 10 Nov 2025.