Evoke Wealth’s MarketAxess Holdings MKTX Stock Holding History

Evoke Wealth’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	–	Sell	-2,628	Closed	-$434K	–	396
2026 Q1	$434K	Buy	2,628 +282	+12%	+$49.4K	0.01%	440
2025 Q4	$425K	Buy	+2,346	New	+$400K	0.01%	427
2025 Q3	–	Sell	-1,222	Closed	-$273K	–	674
2025 Q2	$273K	Buy	+1,222	New	+$269K	0.01%	476
2022 Q4	–	Sell	-27	Closed	-$6K	–	830
2022 Q3	$6K	Buy	27 +2	+8%	+$513	﹤0.01%	851
2022 Q2	$6K	Buy	25 +6	+32%	+$1.64K	﹤0.01%	854
2022 Q1	$6K	Buy	19 +16	+533%	+$5.8K	﹤0.01%	865
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	1137
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	1092
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	1131
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	1123
2020 Q4	$2K	Hold	3	–	–	﹤0.01%	896
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	953
2020 Q2	$2K	Hold	3	–	–	﹤0.01%	875
2020 Q1	$998	Sell	3 -25	-89%	-$8.71K	﹤0.01%	927
2019 Q4	$10.6K	Sell	28 -7	-20%	-$2.57K	﹤0.01%	729
2019 Q3	$11.5K	Buy	+35	New	+$12.5K	﹤0.01%	791

Other funds holding MKTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evoke Wealth's MKTX Position: Q2 2026 in Review

Evoke Wealth sold out of MarketAxess Holdings (MKTX) in Q2 2026, closing a stake of 2,628 shares — an estimated $434K sold.

Evoke Wealth first reported a position in MKTX in Q3 2019 and held it in 16 quarters. The position peaked at $434K in Q1 2026. 394 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

Evoke Wealth reported no remaining MarketAxess Holdings position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 2,628 MarketAxess Holdings shares in Q2 2026, an estimated $434K.
Evoke Wealth first reported a position in MarketAxess Holdings in Q3 2019 and held it in 16 quarters.
Evoke Wealth's MarketAxess Holdings position peaked at $434K in Q1 2026.
394 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.