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Concurrent Investment Advisors’s MarketAxess Holdings MKTX Stock Holding History

Concurrent 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
2025
Q2 		– Sell
-1,086
Closed -$235K – 1448
2025
Q1 		$235K Buy
1,086
+4
+0.4% +$840 0.01% 1051
2024
Q4 		$245K Sell
1,082
-46
-4% -$12.1K 0.01% 908
2024
Q3 		$289K Sell
1,128
-21
-2% -$4.92K 0.01% 794
2024
Q2 		$230K Buy
+1,149
New +$237K 0.01% 823
2024
Q1 		– Sell
-1,268
Closed -$371K – 970
2023
Q4 		$371K Buy
+1,268
New +$307K 0.02% 575

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concurrent Investment Advisors's MKTX Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of MarketAxess Holdings (MKTX) in Q2 2025, closing a stake of 1,086 shares — an estimated $235K sold.

Concurrent Investment Advisors first reported a position in MKTX in Q4 2023 and held it in 5 quarters. The position peaked at $371K in Q4 2023. 530 funds tracked by Wall St. Rank hold MKTX as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining MarketAxess Holdings position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,086 MarketAxess Holdings shares in Q2 2025, an estimated $235K.
  • Concurrent Investment Advisors first reported a position in MarketAxess Holdings in Q4 2023 and held it in 5 quarters.
  • Concurrent Investment Advisors's MarketAxess Holdings position peaked at $371K in Q4 2023.
  • 530 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.