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Coldstream Capital Management’s MarketWise MKTW Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-85
Closed -$835 – 2429
2025
Q1 		$835 Buy
+85
New +$1.02K ﹤0.01% 3233

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Coldstream Capital Management's MKTW Position: Q2 2025 in Review

Coldstream Capital Management sold out of MarketWise (MKTW) in Q2 2025, closing a stake of 85 shares — an estimated $835 sold.

Coldstream Capital Management first reported a position in MKTW in Q1 2025 and held it in 1 quarter. The position peaked at $835 in Q1 2025. 43 funds tracked by Wall St. Rank hold MKTW as of Q2 2025.

  • Coldstream Capital Management reported no remaining MarketWise position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 85 MarketWise shares in Q2 2025, an estimated $835.
  • Coldstream Capital Management first reported a position in MarketWise in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's MarketWise position peaked at $835 in Q1 2025.
  • 43 funds tracked by Wall St. Rank held MarketWise as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.