Curated Wealth Partners’s MarketAxess Holdings MKTX Stock Holding History

Curated Wealth 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
2026 Q3	$234K	Buy	+1,429	New	+$212K	0.02%	498

Other funds holding MKTX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Curated Wealth Partners's MKTX Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in MarketAxess Holdings (MKTX) in Q3 2026: 1,429 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #498 among its holdings.

26 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

Curated Wealth Partners held 1,429 shares of MarketAxess Holdings worth $234K as of Q3 2026.
MarketAxess Holdings was a new Curated Wealth Partners position in Q3 2026.
MarketAxess Holdings made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #498 holding.
26 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.