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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
Q3 		$2.79K Buy
+17
New +$2.52K ﹤0.01% 1202
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

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Elevation Wealth Partners opened a new position in MarketAxess Holdings (MKTX) in Q3 2026: 17 shares worth $2.79K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in MKTX as recently as Q1 2026.

Elevation Wealth Partners first reported a position in MKTX in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

  • Elevation Wealth Partners held 17 shares of MarketAxess Holdings worth $2.79K as of Q3 2026.
  • MarketAxess Holdings was a new Elevation Wealth Partners position in Q3 2026.
  • MarketAxess Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1202 holding.
  • Elevation Wealth Partners first reported a position in MarketAxess Holdings in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.