JSW
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Journey Strategic Wealth’s MarketAxess Holdings MKTX Stock Holding History

Journey Strategic Wealth’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 		$464K Buy
2,815
+1,276
+83% +$224K 0.01% 369
2025
Q4 		$279K Buy
+1,539
New +$263K 0.01% 537
2025
Q3 		– Sell
-976
Closed -$218K – 753
2025
Q2 		$218K Buy
+976
New +$215K 0.01% 583

Other funds holding MKTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Journey Strategic Wealth's MKTX Position: Q1 2026 in Review

Journey Strategic Wealth increased its MarketAxess Holdings (MKTX) stake by 83% in Q1 2026, buying an estimated $224K and bringing the position to 2,815 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #369.

Journey Strategic Wealth first reported a position in MKTX in Q2 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Journey Strategic Wealth held 2,815 shares of MarketAxess Holdings worth $464K as of Q1 2026.
  • Journey Strategic Wealth bought 1,276 MarketAxess Holdings shares in Q1 2026, an estimated $224K.
  • MarketAxess Holdings made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #369 holding.
  • Journey Strategic Wealth first reported a position in MarketAxess Holdings in Q2 2025 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.