Curio Wealth’s MarketAxess Holdings MKTX Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$165	–	723
2026 Q1	$165	Buy	+1	New	+$175	﹤0.01%	845

Other funds holding MKTX

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curio Wealth's MKTX Position: Q2 2026 in Review

Curio Wealth sold out of MarketAxess Holdings (MKTX) in Q2 2026, closing a stake of 1 share — an estimated $165 sold.

Curio Wealth first reported a position in MKTX in Q1 2026 and held it in 1 quarter. The position peaked at $165 in Q1 2026. 397 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

Curio Wealth reported no remaining MarketAxess Holdings position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 MarketAxess Holdings share in Q2 2026, an estimated $165.
Curio Wealth first reported a position in MarketAxess Holdings in Q1 2026 and held it in 1 quarter.
Curio Wealth's MarketAxess Holdings position peaked at $165 in Q1 2026.
397 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.