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Cumberland Partners’s MarketAxess Holdings MKTX Stock Holding History

Cumberland Partners’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
Q1 		– Sell
-11,000
Closed -$2.49M – 186
2024
Q4 		$2.49M Buy
11,000
+9,000
+450% +$2.37M 0.17% 86
2024
Q3 		$512K Buy
+2,000
New +$469K 0.04% 152

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cumberland Partners's MKTX Position: Q1 2025 in Review

Cumberland Partners sold out of MarketAxess Holdings (MKTX) in Q1 2025, closing a stake of 11,000 shares — an estimated $2.49M sold.

Cumberland Partners first reported a position in MKTX in Q3 2024 and held it in 2 quarters. The position peaked at $2.49M in Q4 2024. 509 funds tracked by Wall St. Rank hold MKTX as of Q1 2025.

  • Cumberland Partners reported no remaining MarketAxess Holdings position as of Q1 2025 after selling out during the quarter.
  • Cumberland Partners sold 11,000 MarketAxess Holdings shares in Q1 2025, an estimated $2.49M.
  • Cumberland Partners first reported a position in MarketAxess Holdings in Q3 2024 and held it in 2 quarters.
  • Cumberland Partners's MarketAxess Holdings position peaked at $2.49M in Q4 2024.
  • 509 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.