FAM
MKTW icon

Formidable Asset Management’s MarketWise MKTW Stock Holding History

Formidable Asset Management’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 		$272K Hold
14,999
– – 0.04% 334
2026
Q1 		$281K Hold
14,999
– – 0.04% 331
2025
Q4 		$225K Hold
14,999
– – 0.03% 365
2025
Q3 		$248K Sell
14,999
-191,559
-93% -$3.51M 0.04% 354
2025
Q2 		$386K Buy
206,558
+181,980
+740% +$2.79M 0.06% 273
2025
Q1 		$243K Sell
24,578
-950
-4% -$11.4K 0.04% 340
2024
Q4 		$290K Sell
25,528
-2,787
-10% -$31.1K 0.05% 303
2024
Q3 		$378K Sell
28,315
-4,466
-14% -$81.9K 0.06% 259
2024
Q2 		$763K Sell
32,781
-4,120
-11% -$121K 0.12% 158
2024
Q1 		$1.26M Buy
36,901
+14,310
+63% +$607K 0.21% 101
2023
Q4 		$1.23M Sell
22,591
-13,100
-37% -$640K 0.26% 74
2023
Q3 		$1.14M Buy
35,691
+11,950
+50% +$405K 0.25% 78
2023
Q2 		$950K Buy
23,741
+350
+1% +$13.7K 0.21% 88
2023
Q1 		$750K Buy
23,391
+3,679
+19% +$148K 0.16% 115
2022
Q4 		$656K Sell
19,712
-875
-4% -$38.1K 0.15% 133
2022
Q3 		$967K Buy
20,587
+15,137
+278% +$893K 0.22% 84
2022
Q2 		$392K Sell
5,450
-14,700
-73% -$1.02M 0.09% 197
2022
Q1 		$1.9M Buy
20,150
+17,320
+612% +$1.89M 0.36% 55
2021
Q4 		$404K Sell
2,830
-1,245
-31% -$177K 0.08% 212
2021
Q3 		$673K Buy
+4,075
New +$792K 0.13% 160

Other funds holding MKTW

PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Formidable Asset Management's MKTW Position: Q2 2026 in Review

Formidable Asset Management held its MarketWise (MKTW) position steady in Q2 2026 at 14,999 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #334.

Formidable Asset Management first reported a position in MKTW in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.9M in Q1 2022. 6 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Formidable Asset Management held 14,999 shares of MarketWise worth $272K as of Q2 2026.
  • Formidable Asset Management left its MarketWise share count unchanged in Q2 2026.
  • MarketWise made up 0.04% of Formidable Asset Management's portfolio in Q2 2026, its #334 holding.
  • Formidable Asset Management first reported a position in MarketWise in Q3 2021 and has held it in 20 quarters since.
  • Formidable Asset Management's MarketWise position peaked at $1.9M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.