BlackRock
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BlackRock’s MarketWise MKTW Stock Holding History

BlackRock’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
2026
Q2 		$2.6M Buy
145,952
+23,927
+20% +$413K ﹤0.01% 4096
2026
Q1 		$2.28M Sell
122,025
-2,891
-2% -$44.7K ﹤0.01% 4100
2025
Q4 		$1.88M Buy
124,916
+2,371
+2% +$37.1K ﹤0.01% 4131
2025
Q3 		$2.03M Sell
122,545
-2,462
-2% -$45.1K ﹤0.01% 4084
2025
Q2 		$2.47M Sell
125,007
-9,482
-7% -$145K ﹤0.01% 4006
2025
Q1 		$1.33M Sell
134,489
-2,687
-2% -$32.2K ﹤0.01% 4105
2024
Q4 		$1.56M Buy
137,176
+22,110
+19% +$247K ﹤0.01% 4106
2024
Q3 		$1.54M Buy
115,066
+5,825
+5% +$107K ﹤0.01% 4074
2024
Q2 		$2.53M Buy
109,241
+17,383
+19% +$512K ﹤0.01% 3899
2024
Q1 		$3.18M Sell
91,858
-3,837
-4% -$163K ﹤0.01% 3839
2023
Q4 		$5.22M Buy
95,695
+9,223
+11% +$451K ﹤0.01% 3675
2023
Q3 		$2.77M Buy
86,472
+2,534
+3% +$85.9K ﹤0.01% 3886
2023
Q2 		$3.36M Buy
83,938
+41,690
+99% +$1.63M ﹤0.01% 3863
2023
Q1 		$1.56M Sell
42,248
-1,420
-3% -$57.1K ﹤0.01% 4157
2022
Q4 		$1.47M Buy
43,668
+2,864
+7% +$125K ﹤0.01% 4263
2022
Q3 		$1.86M Buy
40,804
+3,087
+8% +$182K ﹤0.01% 4228
2022
Q2 		$2.71M Buy
37,717
+31,811
+539% +$2.21M ﹤0.01% 4105
2022
Q1 		$558K Buy
5,906
+179
+3% +$19.5K ﹤0.01% 4841
2021
Q4 		$864K Buy
5,727
+3,218
+128% +$458K ﹤0.01% 4713
2021
Q3 		$414K Buy
+2,509
New +$488K ﹤0.01% 4812

Other funds holding MKTW

SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

BlackRock's MKTW Position: Q2 2026 in Review

BlackRock increased its MarketWise (MKTW) stake by 20% in Q2 2026, buying an estimated $413K and bringing the position to 145,952 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4096.

BlackRock first reported a position in MKTW in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.22M in Q4 2023. 21 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • BlackRock held 145,952 shares of MarketWise worth $2.6M as of Q2 2026.
  • BlackRock bought 23,927 MarketWise shares in Q2 2026, an estimated $413K.
  • MarketWise made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #4096 holding.
  • BlackRock first reported a position in MarketWise in Q3 2021 and has held it in 20 quarters since.
  • BlackRock's MarketWise position peaked at $5.22M in Q4 2023.
  • 21 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.