Congress Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Congress Wealth Management’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	$7.01M	Sell	31,389 -6,907	-18%	-$1.52M	0.07%	318
2025 Q1	$8.29M	Buy	38,296 +8,331	+28%	+$1.75M	0.1%	238
2024 Q4	$6.77M	Buy	+29,965	New	+$7.89M	0.09%	247
2024 Q1	–	Sell	-4,752	Closed	-$1.39M	–	616
2023 Q4	$1.39M	Sell	4,752 -158	-3%	-$38.2K	0.03%	354
2023 Q3	$1.05M	Buy	4,910 +371	+8%	+$89.9K	0.02%	370
2023 Q2	$1.19M	Buy	4,539 +173	+4%	+$51.6K	0.03%	324
2023 Q1	$1.71M	Buy	4,366 +339	+8%	+$120K	0.04%	288
2022 Q4	$1.12M	Buy	4,027 +221	+6%	+$56.9K	0.03%	322
2022 Q3	$847K	Buy	3,806 +1,072	+39%	+$275K	0.02%	344
2022 Q2	$700K	Buy	2,734 +366	+15%	+$100K	0.02%	371
2022 Q1	$806K	Buy	2,368 +737	+45%	+$267K	0.02%	386
2021 Q4	$671K	Buy	+1,631	New	+$643K	0.01%	424

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's MKTX Position: Q2 2025 in Review

Congress Wealth Management reduced its MarketAxess Holdings (MKTX) stake by 18% in Q2 2025, selling an estimated $1.52M and leaving 31,389 shares worth $7.01M. The position accounts for 0.07% of the portfolio, ranked #318.

Congress Wealth Management first reported a position in MKTX in Q4 2021 and has held it in 12 quarters since. The position peaked at $8.29M in Q1 2025. 531 funds tracked by Wall St. Rank hold MKTX as of Q2 2025.

Congress Wealth Management held 31,389 shares of MarketAxess Holdings worth $7.01M as of Q2 2025.
Congress Wealth Management sold 6,907 MarketAxess Holdings shares in Q2 2025, an estimated $1.52M.
MarketAxess Holdings made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #318 holding.
Congress Wealth Management first reported a position in MarketAxess Holdings in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's MarketAxess Holdings position peaked at $8.29M in Q1 2025.
531 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.