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
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 $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Geode Capital Management's MKTW Position: Q1 2026 in Review

Geode Capital Management reduced its MarketWise (MKTW) stake by 0.53% in Q1 2026, selling an estimated $4.07K and leaving 49,242 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

Geode Capital Management first reported a position in MKTW in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q4 2023. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Geode Capital Management held 49,242 shares of MarketWise worth $922K as of Q1 2026.
  • Geode Capital Management sold 263 MarketWise shares in Q1 2026, an estimated $4.07K.
  • MarketWise made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3381 holding.
  • Geode Capital Management first reported a position in MarketWise in Q3 2021 and has held it in 19 quarters since.
  • Geode Capital Management's MarketWise position peaked at $1.73M in Q4 2023.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.