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Clearstead Advisors’s MarketAxess Holdings MKTX Stock Holding History

Clearstead 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
Q2 		$32.6K Sell
287
-2,045
-88% -$291K ﹤0.01% 1634
2026
Q1 		$385K Sell
2,332
-50
-2% -$8.76K ﹤0.01% 781
2025
Q4 		$432K Buy
2,382
+1,940
+439% +$331K 0.01% 702
2025
Q3 		$77.1K Buy
442
+109
+33% +$21.3K ﹤0.01% 1140
2025
Q2 		$74.4K Buy
333
+227
+214% +$49.9K ﹤0.01% 1158
2025
Q1 		$23K Buy
106
+89
+524% +$18.7K ﹤0.01% 1390
2024
Q4 		$3.85K Hold
17
– – ﹤0.01% 1765
2024
Q3 		$4.35K Hold
17
– – ﹤0.01% 1728
2024
Q2 		$3.39K Hold
17
– – ﹤0.01% 1750
2024
Q1 		$3.47K Hold
17
– – ﹤0.01% 1232
2023
Q4 		$4.92K Hold
17
– – ﹤0.01% 1165
2023
Q3 		$3.58K Sell
17
-226
-93% -$54.8K ﹤0.01% 1125
2023
Q2 		$63.5K Buy
243
+68
+39% +$20.3K ﹤0.01% 683
2023
Q1 		$68.5K Buy
175
+125
+250% +$44.3K 0.01% 588
2022
Q4 		$14K Hold
50
– – ﹤0.01% 864
2022
Q3 		$11K Hold
50
– – ﹤0.01% 873
2022
Q2 		$13K Sell
50
-62
-55% -$17K ﹤0.01% 883
2022
Q1 		$38K Sell
112
-220
-66% -$79.7K ﹤0.01% 733
2021
Q4 		$137K Buy
332
+282
+564% +$111K 0.01% 455
2021
Q3 		$21K Hold
50
– – ﹤0.01% 804
2021
Q2 		$23K Hold
50
– – ﹤0.01% 687
2021
Q1 		$25K Hold
50
– – ﹤0.01% 635
2020
Q4 		$29K Sell
50
-13
-21% -$7.08K ﹤0.01% 579
2020
Q3 		$30K Buy
63
+13
+26% +$6.43K ﹤0.01% 540
2020
Q2 		$25K Hold
50
– – ﹤0.01% 506
2020
Q1 		$17K Buy
+50
New +$17.4K ﹤0.01% 520

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearstead Advisors's MKTX Position: Q2 2026 in Review

Clearstead Advisors reduced its MarketAxess Holdings (MKTX) stake by 88% in Q2 2026, selling an estimated $291K and leaving 287 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Clearstead Advisors first reported a position in MKTX in Q1 2020 and has held it in 26 quarters since. The position peaked at $432K in Q4 2025. 396 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Clearstead Advisors held 287 shares of MarketAxess Holdings worth $32.6K as of Q2 2026.
  • Clearstead Advisors sold 2,045 MarketAxess Holdings shares in Q2 2026, an estimated $291K.
  • MarketAxess Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1634 holding.
  • Clearstead Advisors first reported a position in MarketAxess Holdings in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's MarketAxess Holdings position peaked at $432K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.