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Gilpin Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Gilpin Wealth Management’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 		$820 Buy
5
+1
+25% +$148 ﹤0.01% 721
2026
Q2 		$454 Sell
4
-1
-20% -$142 ﹤0.01% 709
2026
Q1 		$825 Buy
5
+2
+67% +$350 ﹤0.01% 508
2025
Q4 		$544 Buy
+3
New +$512 ﹤0.01% 442

Other funds holding MKTX

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Gilpin Wealth Management's MKTX Position: Q3 2026 in Review

Gilpin Wealth Management increased its MarketAxess Holdings (MKTX) stake by 25% in Q3 2026, buying an estimated $148 and bringing the position to 5 shares worth $820. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Gilpin Wealth Management first reported a position in MKTX in Q4 2025 and has held it in 4 quarters since. The position peaked at $825 in Q1 2026. 12 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of MarketAxess Holdings worth $820 as of Q3 2026.
  • Gilpin Wealth Management bought 1 MarketAxess Holdings share in Q3 2026, an estimated $148.
  • MarketAxess Holdings made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #721 holding.
  • Gilpin Wealth Management first reported a position in MarketAxess Holdings in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's MarketAxess Holdings position peaked at $825 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.