HCA
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Harbor Capital Advisors’s MarketWise MKTW Stock Holding History

Harbor Capital Advisors’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
Q2 		$6K Buy
328
+5
+2% +$86 ﹤0.01% 1104
2026
Q1 		$6K Buy
323
+126
+64% +$1.95K ﹤0.01% 1091
2025
Q4 		$3K Sell
197
-3
-2% -$47 ﹤0.01% 1236
2025
Q3 		$3K Buy
+200
New +$3.67K ﹤0.01% 1254

Other funds holding MKTW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Harbor Capital Advisors's MKTW Position: Q2 2026 in Review

Harbor Capital Advisors increased its MarketWise (MKTW) stake by 1.5% in Q2 2026, buying an estimated $86 and bringing the position to 328 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Harbor Capital Advisors first reported a position in MKTW in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Harbor Capital Advisors held 328 shares of MarketWise worth $6K as of Q2 2026.
  • Harbor Capital Advisors bought 5 MarketWise shares in Q2 2026, an estimated $86.
  • MarketWise made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #1104 holding.
  • Harbor Capital Advisors first reported a position in MarketWise in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.