Cornerstone Planning Group’s MarketAxess Holdings MKTX Stock Holding History

Cornerstone Planning Group’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	$228	Sell	2 -1	-33%	-$142	﹤0.01%	1794
2026 Q1	$304	Hold	3	–	–	﹤0.01%	1738
2025 Q4	$506	Sell	3 -2	-40%	-$341	﹤0.01%	1509
2025 Q3	$800	Buy	+5	New	+$978	﹤0.01%	1367
2024 Q2	–	Sell	-7	Closed	-$1.43K	–	1310
2024 Q1	$1.43K	Buy	+7	New	+$1.65K	﹤0.01%	716
2023 Q3	–	Sell	-3	Closed	-$784	–	1271
2023 Q2	$784	Buy	+3	New	+$895	﹤0.01%	1409
2022 Q4	$982	Buy	+3	New	+$772	﹤0.01%	1362

Other funds holding MKTX

BlackRock New York $6.73T AUM 46.02% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Cornerstone Planning Group's MKTX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its MarketAxess Holdings (MKTX) stake by 33% in Q2 2026, selling an estimated $142 and leaving 2 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Cornerstone Planning Group first reported a position in MKTX in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.43K in Q1 2024. 163 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

Cornerstone Planning Group held 2 shares of MarketAxess Holdings worth $228 as of Q2 2026.
Cornerstone Planning Group sold 1 MarketAxess Holdings share in Q2 2026, an estimated $142.
MarketAxess Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1794 holding.
Cornerstone Planning Group first reported a position in MarketAxess Holdings in Q4 2022 and has held it in 7 quarters since.
Cornerstone Planning Group's MarketAxess Holdings position peaked at $1.43K in Q1 2024.
163 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.