EP
MKTW icon

Essential Partners’s MarketWise MKTW Stock Holding History

Essential Partners’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$955 Buy
51
+35
+219% +$542 ﹤0.01% 2264
2025
Q4 		$240 Sell
16
-5
-24% -$78 ﹤0.01% 2397
2025
Q3 		$347 Buy
21
+4
+24% +$73 ﹤0.01% 2283
2025
Q2 		$336 Buy
+17
New +$261 ﹤0.01% 1813

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $385M AUM 27.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return