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Atria Investments’s MarketAxess Holdings MKTX Stock Holding History

Atria Investments’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
-1,096
Closed -$245K – 2113
2025
Q2 		$245K Sell
1,096
-86
-7% -$18.9K ﹤0.01% 1812
2025
Q1 		$256K Sell
1,182
-91
-7% -$19.1K ﹤0.01% 1713
2024
Q4 		$288K Buy
1,273
+131
+11% +$34.5K ﹤0.01% 1616
2024
Q3 		$293K Sell
1,142
-521
-31% -$122K ﹤0.01% 1632
2024
Q2 		$333K Buy
+1,663
New +$343K ﹤0.01% 1526
2024
Q1 		– Sell
-5,605
Closed -$1.64M – 995
2023
Q4 		$1.64M Buy
5,605
+330
+6% +$79.8K 0.03% 673
2023
Q3 		$1.13M Buy
5,275
+693
+15% +$168K 0.02% 791
2023
Q2 		$1.2M Sell
4,582
-45
-1% -$13.4K 0.02% 764
2023
Q1 		$1.81M Sell
4,627
-199
-4% -$70.5K 0.03% 571
2022
Q4 		$1.35M Buy
+4,826
New +$1.24M 0.03% 646
2022
Q2 		– Sell
-5,064
Closed -$1.72M – 829
2022
Q1 		$1.72M Sell
5,064
-268
-5% -$97.1K 0.03% 623
2021
Q4 		$2.19M Sell
5,332
-562
-10% -$222K 0.04% 528
2021
Q3 		$2.48M Sell
5,894
-610
-9% -$280K 0.04% 438
2021
Q2 		$3.02M Buy
6,504
+184
+3% +$87.6K 0.06% 372
2021
Q1 		$3.15M Sell
6,320
-38
-0.6% -$20.3K 0.07% 326
2020
Q4 		$3.63M Sell
6,358
-573
-8% -$312K 0.09% 256
2020
Q3 		$3.34M Buy
6,931
+370
+6% +$183K 0.1% 227
2020
Q2 		$3.29M Buy
6,561
+880
+15% +$410K 0.11% 208
2020
Q1 		$1.89M Buy
5,681
+310
+6% +$108K 0.15% 139
2019
Q4 		$2.04M Buy
5,371
+261
+5% +$95.7K 0.06% 303
2019
Q3 		$1.67M Buy
5,110
+253
+5% +$90.6K 0.06% 272
2019
Q2 		$1.78M Buy
4,857
+1,466
+43% +$424K 0.07% 251
2019
Q1 		$834K Buy
3,391
+1,419
+72% +$321K 0.04% 401
2018
Q4 		$417K Buy
1,972
+614
+45% +$127K 0.02% 562
2018
Q3 		$242K Buy
1,358
+277
+26% +$53.2K 0.01% 856
2018
Q2 		$214K Sell
1,081
-455
-30% -$94.3K 0.01% 884
2018
Q1 		$334K Buy
+1,536
New +$316K 0.02% 641

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
T. Rowe Price Investment Management
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Atria Investments's MKTX Position: Q3 2025 in Review

Atria Investments sold out of MarketAxess Holdings (MKTX) in Q3 2025, closing a stake of 1,096 shares — an estimated $245K sold.

Atria Investments first reported a position in MKTX in Q1 2018 and held it in 27 quarters. The position peaked at $3.63M in Q4 2020. 452 funds tracked by Wall St. Rank hold MKTX as of Q3 2025.

  • Atria Investments reported no remaining MarketAxess Holdings position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 1,096 MarketAxess Holdings shares in Q3 2025, an estimated $245K.
  • Atria Investments first reported a position in MarketAxess Holdings in Q1 2018 and held it in 27 quarters.
  • Atria Investments's MarketAxess Holdings position peaked at $3.63M in Q4 2020.
  • 452 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.