Fortitude Family Office’s MarketAxess Holdings MKTX Stock Holding History

Fortitude Family Office’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 Q3	$15.6K	Buy	95 +93	+4,650%	+$13.8K	﹤0.01%	980
2026 Q2	$227	Sell	2 -14	-88%	-$2K	﹤0.01%	2099
2026 Q1	$2.64K	Buy	16 +15	+1,500%	+$2.63K	﹤0.01%	1181
2025 Q4	$181	Sell	1 -5	-83%	-$853	﹤0.01%	1873
2025 Q3	$1.05K	Sell	6 -2	-25%	-$391	﹤0.01%	1528
2025 Q2	$1.79K	Buy	+8	New	+$1.76K	﹤0.01%	1253
2025 Q1	–	Sell	-2	Closed	-$452	–	1239
2024 Q4	$452	Hold	2	–	–	﹤0.01%	1224
2024 Q3	$512	Buy	+2	New	+$469	﹤0.01%	1160

Other funds holding MKTX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's MKTX Position: Q3 2026 in Review

Fortitude Family Office increased its MarketAxess Holdings (MKTX) stake by 4,650% in Q3 2026, buying an estimated $13.8K and bringing the position to 95 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Fortitude Family Office first reported a position in MKTX in Q3 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

Fortitude Family Office held 95 shares of MarketAxess Holdings worth $15.6K as of Q3 2026.
Fortitude Family Office bought 93 MarketAxess Holdings shares in Q3 2026, an estimated $13.8K.
MarketAxess Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #980 holding.
Fortitude Family Office first reported a position in MarketAxess Holdings in Q3 2024 and has held it in 8 quarters since.
30 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.