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HHM Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

HHM 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
2025
Q3 		– Sell
-19
Closed -$4.17K – 905
2025
Q2 		$4.17K Hold
19
– – ﹤0.01% 705
2025
Q1 		$4.03K Sell
19
-4
-17% -$840 ﹤0.01% 690
2024
Q4 		$5.09K Buy
23
+5
+28% +$1.32K ﹤0.01% 680
2024
Q3 		$4.73K Buy
+18
New +$4.22K ﹤0.01% 659

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

HHM Wealth Advisors's MKTX Position: Q3 2025 in Review

HHM Wealth Advisors sold out of MarketAxess Holdings (MKTX) in Q3 2025, closing a stake of 19 shares — an estimated $4.17K sold.

HHM Wealth Advisors first reported a position in MKTX in Q3 2024 and held it in 4 quarters. The position peaked at $5.09K in Q4 2024. 450 funds tracked by Wall St. Rank hold MKTX as of Q3 2025.

  • HHM Wealth Advisors reported no remaining MarketAxess Holdings position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 19 MarketAxess Holdings shares in Q3 2025, an estimated $4.17K.
  • HHM Wealth Advisors first reported a position in MarketAxess Holdings in Q3 2024 and held it in 4 quarters.
  • HHM Wealth Advisors's MarketAxess Holdings position peaked at $5.09K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.