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GoalVest Advisory’s MarketAxess Holdings MKTX Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-90
Closed -$16.3K – 511
2025
Q4 		$16.3K Buy
+90
New +$15.4K ﹤0.01% 375
2023
Q1 		– Sell
-67
Closed -$18.7K – 283
2022
Q4 		$18.7K Hold
67
– – 0.01% 161
2022
Q3 		$15K Hold
67
– – 0.01% 171
2022
Q2 		$18K Hold
67
– – 0.01% 228
2022
Q1 		$23K Buy
+67
New +$24.3K 0.01% 189
2021
Q2 		$31K Hold
67
– – 0.02% 167
2021
Q1 		$33K Hold
67
– – 0.02% 134
2020
Q4 		$38K Buy
+67
New +$36.5K 0.03% 129

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GoalVest Advisory's MKTX Position: Q1 2026 in Review

GoalVest Advisory sold out of MarketAxess Holdings (MKTX) in Q1 2026, closing a stake of 90 shares — an estimated $16.3K sold.

GoalVest Advisory first reported a position in MKTX in Q4 2020 and held it in 8 quarters. The position peaked at $38K in Q4 2020. 452 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • GoalVest Advisory reported no remaining MarketAxess Holdings position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 90 MarketAxess Holdings shares in Q1 2026, an estimated $16.3K.
  • GoalVest Advisory first reported a position in MarketAxess Holdings in Q4 2020 and held it in 8 quarters.
  • GoalVest Advisory's MarketAxess Holdings position peaked at $38K in Q4 2020.
  • 452 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.