EWP
MKTX icon

Elevation Wealth Partners’s MarketAxess Holdings MKTX Stock Holding History

Elevation 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
Q2 		– Sell
-5
Closed -$825 – 1339
2026
Q1 		$825 Buy
5
+3
+150% +$526 ﹤0.01% 1010
2025
Q4 		$363 Buy
+2
New +$341 ﹤0.01% 923

Other funds holding MKTX

AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Elevation Wealth Partners's MKTX Position: Q2 2026 in Review

Elevation Wealth Partners sold out of MarketAxess Holdings (MKTX) in Q2 2026, closing a stake of 5 shares — an estimated $825 sold.

Elevation Wealth Partners first reported a position in MKTX in Q4 2025 and held it in 2 quarters. The position peaked at $825 in Q1 2026. 80 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Elevation Wealth Partners reported no remaining MarketAxess Holdings position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 5 MarketAxess Holdings shares in Q2 2026, an estimated $825.
  • Elevation Wealth Partners first reported a position in MarketAxess Holdings in Q4 2025 and held it in 2 quarters.
  • Elevation Wealth Partners's MarketAxess Holdings position peaked at $825 in Q1 2026.
  • 80 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.