EP Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

EP Wealth Advisors’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 Q1	–	Sell	-1,468	Closed	-$266K	–	1558
2025 Q4	$266K	Buy	+1,468	New	+$251K	﹤0.01%	1204

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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 $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EP Wealth Advisors's MKTX Position: Q1 2026 in Review

EP Wealth Advisors sold out of MarketAxess Holdings (MKTX) in Q1 2026, closing a stake of 1,468 shares — an estimated $266K sold.

EP Wealth Advisors first reported a position in MKTX in Q4 2025 and held it in 1 quarter. The position peaked at $266K in Q4 2025. 452 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

EP Wealth Advisors reported no remaining MarketAxess Holdings position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 1,468 MarketAxess Holdings shares in Q1 2026, an estimated $266K.
EP Wealth Advisors first reported a position in MarketAxess Holdings in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's MarketAxess Holdings position peaked at $266K in Q4 2025.
452 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.