Essential Partners’s MarketAxess Holdings MKTX Stock Holding History

Essential 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	$151K	Sell	924 -545	-37%	-$80.8K	0.07%	318
2026 Q2	$167K	Sell	1,469 -2,237	-60%	-$319K	0.08%	284
2026 Q1	$611K	Sell	3,706 -1,467	-28%	-$257K	0.21%	127
2025 Q4	$938K	Buy	5,173 +3,209	+163%	+$548K	0.29%	94
2025 Q3	$342K	Buy	1,964 +218	+12%	+$42.6K	0.11%	230
2025 Q2	$390K	Buy	+1,746	New	+$384K	0.16%	189

Other funds holding MKTX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's MKTX Position: Q3 2026 in Review

Essential Partners reduced its MarketAxess Holdings (MKTX) stake by 37% in Q3 2026, selling an estimated $80.8K and leaving 924 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #318.

Essential Partners first reported a position in MKTX in Q2 2025 and has held it in 6 quarters since. The position peaked at $938K in Q4 2025. 22 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

Essential Partners held 924 shares of MarketAxess Holdings worth $151K as of Q3 2026.
Essential Partners sold 545 MarketAxess Holdings shares in Q3 2026, an estimated $80.8K.
MarketAxess Holdings made up 0.07% of Essential Partners's portfolio in Q3 2026, its #318 holding.
Essential Partners first reported a position in MarketAxess Holdings in Q2 2025 and has held it in 6 quarters since.
Essential Partners's MarketAxess Holdings position peaked at $938K in Q4 2025.
22 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.