Bogart Wealth LLC’s MarketAxess Holdings MKTX Stock Holding History

Bogart Wealth LLC’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	$3.84K	Buy	34 +9	+36%	+$1.28K	﹤0.01%	1283
2026 Q1	$4.07K	Sell	25 -3	-11%	-$526	﹤0.01%	1121
2025 Q4	$4.99K	Buy	28 +4	+17%	+$683	﹤0.01%	1000
2025 Q3	$4.26K	Hold	24	–	–	﹤0.01%	1010
2025 Q2	$5.43K	Buy	+24	New	+$5.28K	﹤0.01%	925
2022 Q3	–	Sell	-16	Closed	-$4K	–	1080
2022 Q2	$4K	Buy	+16	New	+$4.38K	﹤0.01%	686

Other funds holding MKTX

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bogart Wealth LLC's MKTX Position: Q2 2026 in Review

Bogart Wealth LLC increased its MarketAxess Holdings (MKTX) stake by 36% in Q2 2026, buying an estimated $1.28K and bringing the position to 34 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Bogart Wealth LLC first reported a position in MKTX in Q2 2022 and has held it in 6 quarters since. The position peaked at $5.43K in Q2 2025. 397 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

Bogart Wealth LLC held 34 shares of MarketAxess Holdings worth $3.84K as of Q2 2026.
Bogart Wealth LLC bought 9 MarketAxess Holdings shares in Q2 2026, an estimated $1.28K.
MarketAxess Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1283 holding.
Bogart Wealth LLC first reported a position in MarketAxess Holdings in Q2 2022 and has held it in 6 quarters since.
Bogart Wealth LLC's MarketAxess Holdings position peaked at $5.43K in Q2 2025.
397 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.