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Dogwood Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Dogwood 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
2026
Q2 		– Sell
-13
Closed -$2.15K – 899
2026
Q1 		$2.15K Buy
13
+2
+18% +$350 ﹤0.01% 630
2025
Q4 		$1.99K Buy
11
+2
+22% +$341 ﹤0.01% 560
2025
Q3 		$1.57K Sell
9
-19
-68% -$3.72K ﹤0.01% 560
2025
Q2 		$6.07K Buy
+28
New +$6.15K ﹤0.01% 385

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dogwood Wealth Management's MKTX Position: Q2 2026 in Review

Dogwood Wealth Management sold out of MarketAxess Holdings (MKTX) in Q2 2026, closing a stake of 13 shares — an estimated $2.15K sold.

Dogwood Wealth Management first reported a position in MKTX in Q2 2025 and held it in 4 quarters. The position peaked at $6.07K in Q2 2025. 394 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Dogwood Wealth Management reported no remaining MarketAxess Holdings position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 13 MarketAxess Holdings shares in Q2 2026, an estimated $2.15K.
  • Dogwood Wealth Management first reported a position in MarketAxess Holdings in Q2 2025 and held it in 4 quarters.
  • Dogwood Wealth Management's MarketAxess Holdings position peaked at $6.07K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.