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Clearstead Advisors’s MarketWise MKTW Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-1
Closed -$17 – 3059
2025
Q3 		$17 Buy
+1
New +$18 ﹤0.01% 3029

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Clearstead Advisors's MKTW Position: Q4 2025 in Review

Clearstead Advisors sold out of MarketWise (MKTW) in Q4 2025, closing a stake of 1 share — an estimated $17 sold.

Clearstead Advisors first reported a position in MKTW in Q3 2025 and held it in 1 quarter. The position peaked at $17 in Q3 2025. 49 funds tracked by Wall St. Rank hold MKTW as of Q4 2025.

  • Clearstead Advisors reported no remaining MarketWise position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1 MarketWise share in Q4 2025, an estimated $17.
  • Clearstead Advisors first reported a position in MarketWise in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's MarketWise position peaked at $17 in Q3 2025.
  • 49 funds tracked by Wall St. Rank held MarketWise as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.