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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
Q2 		$838 Sell
47
-4
-8% -$69 ﹤0.01% 2319
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 $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Essential Partners's MKTW Position: Q2 2026 in Review

Essential Partners reduced its MarketWise (MKTW) stake by 7.8% in Q2 2026, selling an estimated $69 and leaving 47 shares worth $838. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

Essential Partners first reported a position in MKTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $955 in Q1 2026. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Essential Partners held 47 shares of MarketWise worth $838 as of Q2 2026.
  • Essential Partners sold 4 MarketWise shares in Q2 2026, an estimated $69.
  • MarketWise made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2319 holding.
  • Essential Partners first reported a position in MarketWise in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's MarketWise position peaked at $955 in Q1 2026.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.