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Harbor Investment Advisory’s MarketWise MKTW Stock Holding History

Harbor Investment Advisory’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
2025
Q3 		– Sell
-650
Closed -$12.9K – 1204
2025
Q2 		$12.9K Buy
+650
New +$9.97K ﹤0.01% 848
2025
Q1 		– Sell
-650
Closed -$7.38K – 1194
2024
Q4 		$7.38K Hold
650
– – ﹤0.01% 924
2024
Q3 		$8.69K Hold
650
– – ﹤0.01% 893
2024
Q2 		$15.1K Hold
650
– – ﹤0.01% 780
2024
Q1 		$22.5K Hold
650
– – ﹤0.01% 719
2023
Q4 		$35.5K Buy
+650
New +$31.8K ﹤0.01% 621

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Harbor Investment Advisory's MKTW Position: Q3 2025 in Review

Harbor Investment Advisory sold out of MarketWise (MKTW) in Q3 2025, closing a stake of 650 shares — an estimated $12.9K sold.

Harbor Investment Advisory first reported a position in MKTW in Q4 2023 and held it in 6 quarters. The position peaked at $35.5K in Q4 2023. 48 funds tracked by Wall St. Rank hold MKTW as of Q3 2025.

  • Harbor Investment Advisory reported no remaining MarketWise position as of Q3 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 650 MarketWise shares in Q3 2025, an estimated $12.9K.
  • Harbor Investment Advisory first reported a position in MarketWise in Q4 2023 and held it in 6 quarters.
  • Harbor Investment Advisory's MarketWise position peaked at $35.5K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held MarketWise as of Q3 2025.

Based on Harbor Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.