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
Q2 		$106K Sell
938
-2,160
-70% -$308K ﹤0.01% 1354
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 $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's MKTX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its MarketAxess Holdings (MKTX) stake by 70% in Q2 2026, selling an estimated $308K and leaving 938 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

EverSource Wealth Advisors first reported a position in MKTX in Q4 2021 and has held it in 18 quarters since. The position peaked at $512K in Q4 2025. 397 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • EverSource Wealth Advisors held 938 shares of MarketAxess Holdings worth $106K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,160 MarketAxess Holdings shares in Q2 2026, an estimated $308K.
  • MarketAxess Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1354 holding.
  • EverSource Wealth Advisors first reported a position in MarketAxess Holdings in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's MarketAxess Holdings position peaked at $512K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.