Fidelity Investments
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Fidelity Investments’s MarketWise MKTW Stock Holding History

Fidelity Investments’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 		$58.3K Buy
3,267
+22
+0.7% +$380 ﹤0.01% 4245
2026
Q1 		$60.7K Sell
3,245
-224
-6% -$3.47K ﹤0.01% 4031
2025
Q4 		$52.1K Buy
3,469
+431
+14% +$6.74K ﹤0.01% 4092
2025
Q3 		$50.2K Sell
3,038
-89
-3% -$1.63K ﹤0.01% 3977
2025
Q2 		$61.9K Buy
3,127
+830
+36% +$12.7K ﹤0.01% 3795
2025
Q1 		$22.7K Buy
2,297
+1,628
+243% +$19.5K ﹤0.01% 4179
2024
Q4 		$7.59K Buy
669
+509
+318% +$5.68K ﹤0.01% 4550
2024
Q3 		$2.14K Sell
160
-27
-14% -$495 ﹤0.01% 4797
2024
Q2 		$4.35K Buy
187
+59
+46% +$1.74K ﹤0.01% 4582
2024
Q1 		$4.43K Buy
128
+16
+14% +$678 ﹤0.01% 4540
2023
Q4 		$6.1K Buy
112
+25
+29% +$1.22K ﹤0.01% 4387
2023
Q3 		$2.78K Buy
87
+19
+28% +$644 ﹤0.01% 4460
2023
Q2 		$2.73K Sell
68
-14
-17% -$549 ﹤0.01% 4518
2023
Q1 		$3.04K Sell
82
-2
-2% -$80 ﹤0.01% 4521
2022
Q4 		$2.81K Buy
84
+50
+147% +$2.17K ﹤0.01% 4424
2022
Q3 		$2K Buy
34
+31
+1,033% +$1.83K ﹤0.01% 4566
2022
Q2 		$0 Buy
+3
New +$208 ﹤0.01% 5271

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

Fidelity Investments's MKTW Position: Q2 2026 in Review

Fidelity Investments increased its MarketWise (MKTW) stake by 0.68% in Q2 2026, buying an estimated $380 and bringing the position to 3,267 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4245.

Fidelity Investments first reported a position in MKTW in Q2 2022 and has held it in 17 quarters since. The position peaked at $61.9K in Q2 2025. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Fidelity Investments held 3,267 shares of MarketWise worth $58.3K as of Q2 2026.
  • Fidelity Investments bought 22 MarketWise shares in Q2 2026, an estimated $380.
  • MarketWise made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4245 holding.
  • Fidelity Investments first reported a position in MarketWise in Q2 2022 and has held it in 17 quarters since.
  • Fidelity Investments's MarketWise position peaked at $61.9K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.