CIA
MKTX icon

Caerus Investment Advisors’s MarketAxess Holdings MKTX Stock Holding History

Caerus Investment Advisors’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
Q1 		$400K Sell
2,424
-1,839
-43% -$322K 0.17% 126
2025
Q4 		$773K Buy
4,263
+2,299
+117% +$392K 0.25% 78
2025
Q3 		$342K Buy
+1,964
New +$384K 0.14% 177

Other funds holding MKTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Caerus Investment Advisors's MKTX Position: Q1 2026 in Review

Caerus Investment Advisors reduced its MarketAxess Holdings (MKTX) stake by 43% in Q1 2026, selling an estimated $322K and leaving 2,424 shares worth $400K. The position accounts for 0.17% of the portfolio, ranked #126.

Caerus Investment Advisors first reported a position in MKTX in Q3 2025 and has held it in 3 quarters since. The position peaked at $773K in Q4 2025. 448 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Caerus Investment Advisors held 2,424 shares of MarketAxess Holdings worth $400K as of Q1 2026.
  • Caerus Investment Advisors sold 1,839 MarketAxess Holdings shares in Q1 2026, an estimated $322K.
  • MarketAxess Holdings made up 0.17% of Caerus Investment Advisors's portfolio in Q1 2026, its #126 holding.
  • Caerus Investment Advisors first reported a position in MarketAxess Holdings in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's MarketAxess Holdings position peaked at $773K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.