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Heritage Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

Heritage Wealth Advisors’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 		– Sell
-235
Closed -$38.8K – 719
2026
Q1 		$38.8K Buy
+235
New +$41.2K ﹤0.01% 360
2021
Q3 		– Sell
-94
Closed -$43.6K – 563
2021
Q2 		$43.6K Sell
94
-1,259
-93% -$599K ﹤0.01% 341
2021
Q1 		$674K Sell
1,353
-1,785
-57% -$952K 0.04% 115
2020
Q4 		$1.79M Buy
+3,138
New +$1.71M 0.11% 63

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

Heritage Wealth Advisors's MKTX Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of MarketAxess Holdings (MKTX) in Q2 2026, closing a stake of 235 shares — an estimated $38.8K sold.

Heritage Wealth Advisors first reported a position in MKTX in Q4 2020 and held it in 4 quarters. The position peaked at $1.79M in Q4 2020. 396 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining MarketAxess Holdings position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 235 MarketAxess Holdings shares in Q2 2026, an estimated $38.8K.
  • Heritage Wealth Advisors first reported a position in MarketAxess Holdings in Q4 2020 and held it in 4 quarters.
  • Heritage Wealth Advisors's MarketAxess Holdings position peaked at $1.79M in Q4 2020.
  • 396 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.