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HB Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

HB 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
Q2 		$286K Sell
2,517
-705
-22% -$100K ﹤0.01% 1400
2026
Q1 		$532K Buy
3,222
+658
+26% +$115K ﹤0.01% 952
2025
Q4 		$465K Buy
+2,564
New +$438K ﹤0.01% 934
2025
Q3 		– Sell
-1,736
Closed -$388K – 1362
2025
Q2 		$388K Buy
1,736
+351
+25% +$77.1K ﹤0.01% 837
2025
Q1 		$300K Buy
+1,385
New +$291K ﹤0.01% 966

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HB Wealth Management's MKTX Position: Q2 2026 in Review

HB Wealth Management reduced its MarketAxess Holdings (MKTX) stake by 22% in Q2 2026, selling an estimated $100K and leaving 2,517 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

HB Wealth Management first reported a position in MKTX in Q1 2025 and has held it in 5 quarters since. The position peaked at $532K in Q1 2026. 394 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • HB Wealth Management held 2,517 shares of MarketAxess Holdings worth $286K as of Q2 2026.
  • HB Wealth Management sold 705 MarketAxess Holdings shares in Q2 2026, an estimated $100K.
  • MarketAxess Holdings made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1400 holding.
  • HB Wealth Management first reported a position in MarketAxess Holdings in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's MarketAxess Holdings position peaked at $532K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.