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Kaufman Rossin Wealth’s MarketAxess Holdings MKTX Stock Holding History

Kaufman Rossin 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 		– Sell
-2,074
Closed -$376K – 140
2025
Q4 		$376K Buy
+2,074
New +$354K 0.2% 77

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kaufman Rossin Wealth's MKTX Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of MarketAxess Holdings (MKTX) in Q1 2026, closing a stake of 2,074 shares — an estimated $376K sold.

Kaufman Rossin Wealth first reported a position in MKTX in Q4 2025 and held it in 1 quarter. The position peaked at $376K in Q4 2025. 450 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining MarketAxess Holdings position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 2,074 MarketAxess Holdings shares in Q1 2026, an estimated $376K.
  • Kaufman Rossin Wealth first reported a position in MarketAxess Holdings in Q4 2025 and held it in 1 quarter.
  • Kaufman Rossin Wealth's MarketAxess Holdings position peaked at $376K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.