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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heritage Wealth Advisors's MKTX Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in MarketAxess Holdings (MKTX) in Q1 2026: 235 shares worth $38.8K. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in MKTX as recently as Q2 2021.

Heritage Wealth Advisors first reported a position in MKTX in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.79M in Q4 2020. 447 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

Heritage Wealth Advisors held 235 shares of MarketAxess Holdings worth $38.8K as of Q1 2026.
MarketAxess Holdings was a new Heritage Wealth Advisors position in Q1 2026.
MarketAxess Holdings made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #360 holding.
Heritage Wealth Advisors first reported a position in MarketAxess Holdings in Q4 2020 and has held it in 4 quarters since.
Heritage Wealth Advisors's MarketAxess Holdings position peaked at $1.79M in Q4 2020.
447 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.