EWA
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EverSource Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

EverSource 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 		$511K Buy
3,098
+272
+10% +$47.7K 0.02% 603
2025
Q4 		$512K Buy
2,826
+2,183
+340% +$373K 0.02% 534
2025
Q3 		$112K Sell
643
-611
-49% -$120K ﹤0.01% 1218
2025
Q2 		$280K Buy
1,254
+1,187
+1,772% +$261K 0.01% 701
2025
Q1 		$14.5K Buy
67
+50
+294% +$10.5K ﹤0.01% 1888
2024
Q4 		$3.84K Buy
17
+1
+6% +$263 ﹤0.01% 2457
2024
Q3 		$4.1K Buy
16
+2
+14% +$469 ﹤0.01% 2300
2024
Q2 		$3.13K Buy
14
+6
+75% +$1.24K ﹤0.01% 2396
2024
Q1 		$1.6K Sell
8
-5
-38% -$1.18K ﹤0.01% 2445
2023
Q4 		$3.81K Sell
13
-201
-94% -$48.6K ﹤0.01% 1965
2023
Q3 		$45.7K Sell
214
-12
-5% -$2.91K ﹤0.01% 843
2023
Q2 		$59.1K Sell
226
-4
-2% -$1.19K 0.01% 772
2023
Q1 		$90K Buy
230
+4
+2% +$1.42K 0.01% 571
2022
Q4 		$63K Buy
226
+169
+296% +$43.5K 0.01% 660
2022
Q3 		$13K Buy
57
+43
+307% +$11K ﹤0.01% 1047
2022
Q2 		$3K Buy
+14
New +$3.83K ﹤0.01% 1409
2022
Q1 		– Sell
-18
Closed -$7K – 1795
2021
Q4 		$7K Buy
+18
New +$7.1K ﹤0.01% 1120

Other funds holding MKTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

EverSource Wealth Advisors increased its MarketAxess Holdings (MKTX) stake by 9.6% in Q1 2026, buying an estimated $47.7K and bringing the position to 3,098 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #603.

EverSource Wealth Advisors first reported a position in MKTX in Q4 2021 and has held it in 17 quarters since. The position peaked at $512K in Q4 2025. 447 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • EverSource Wealth Advisors held 3,098 shares of MarketAxess Holdings worth $511K as of Q1 2026.
  • EverSource Wealth Advisors bought 272 MarketAxess Holdings shares in Q1 2026, an estimated $47.7K.
  • MarketAxess Holdings made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #603 holding.
  • EverSource Wealth Advisors first reported a position in MarketAxess Holdings in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's MarketAxess Holdings position peaked at $512K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

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