Geode Capital Management
MKTW icon

Geode Capital Management’s MarketWise MKTW Stock Holding History

Geode Capital 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
Q3 		$1.09M Sell
55,001
-624
-1% -$12K ﹤0.01% 3305
2026
Q2 		$992K Buy
55,625
+6,383
+13% +$110K ﹤0.01% 3367
2026
Q1 		$922K Sell
49,242
-263
-0.5% -$4.07K ﹤0.01% 3381
2025
Q4 		$744K Sell
49,505
-1,240
-2% -$19.4K ﹤0.01% 3462
2025
Q3 		$839K Buy
50,745
+1,284
+3% +$23.5K ﹤0.01% 3441
2025
Q2 		$979K Buy
49,461
+3,245
+7% +$49.8K ﹤0.01% 3330
2025
Q1 		$456K Buy
46,216
+4,139
+10% +$49.5K ﹤0.01% 3573
2024
Q4 		$478K Buy
42,077
+1,136
+3% +$12.7K ﹤0.01% 3614
2024
Q3 		$547K Buy
40,941
+1,615
+4% +$29.6K ﹤0.01% 3555
2024
Q2 		$912K Buy
39,326
+5,803
+17% +$171K ﹤0.01% 3340
2024
Q1 		$1.16M Buy
33,523
+1,855
+6% +$78.7K ﹤0.01% 3316
2023
Q4 		$1.73M Buy
31,668
+2,833
+10% +$139K ﹤0.01% 3162
2023
Q3 		$923K Buy
28,835
+1,083
+4% +$36.7K ﹤0.01% 3357
2023
Q2 		$1.11M Buy
27,752
+11,004
+66% +$431K ﹤0.01% 3302
2023
Q1 		$620K Buy
16,748
+210
+1% +$8.44K ﹤0.01% 3567
2022
Q4 		$555K Sell
16,538
-597
-3% -$26K ﹤0.01% 3622
2022
Q3 		$781K Sell
17,135
-2,897
-14% -$171K ﹤0.01% 3519
2022
Q2 		$1.44M Buy
20,032
+8,118
+68% +$564K ﹤0.01% 3249
2022
Q1 		$1.12M Buy
11,914
+455
+4% +$49.6K ﹤0.01% 3563
2021
Q4 		$1.73M Buy
11,459
+1,734
+18% +$247K ﹤0.01% 3445
2021
Q3 		$1.61M Buy
+9,725
New +$1.89M ﹤0.01% 3454

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
SRB
Sid R. Bass $2.91M AUM 19.72% 1-Year Est. Return
Phraction Management
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management's MKTW Position: Q3 2026 in Review

Geode Capital Management reduced its MarketWise (MKTW) stake by 1.1% in Q3 2026, selling an estimated $12K and leaving 55,001 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3305.

Geode Capital Management first reported a position in MKTW in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.73M in Q4 2023. 48 funds tracked by Wall St. Rank hold MKTW as of Q3 2026.

  • Geode Capital Management held 55,001 shares of MarketWise worth $1.09M as of Q3 2026.
  • Geode Capital Management sold 624 MarketWise shares in Q3 2026, an estimated $12K.
  • MarketWise made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3305 holding.
  • Geode Capital Management first reported a position in MarketWise in Q3 2021 and has held it in 21 quarters since.
  • Geode Capital Management's MarketWise position peaked at $1.73M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held MarketWise as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.