Lido Advisors
MKTX icon

Lido Advisors’s MarketAxess Holdings MKTX Stock Holding History

Lido 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 		$601K Buy
5,296
+1,745
+49% +$249K ﹤0.01% 1367
2026
Q1 		$586K Buy
3,551
+493
+16% +$86.4K ﹤0.01% 1214
2025
Q4 		$554K Buy
3,058
+642
+27% +$110K ﹤0.01% 1261
2025
Q3 		$421K Buy
+2,416
New +$473K ﹤0.01% 1304

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

Lido Advisors's MKTX Position: Q2 2026 in Review

Lido Advisors increased its MarketAxess Holdings (MKTX) stake by 49% in Q2 2026, buying an estimated $249K and bringing the position to 5,296 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Lido Advisors first reported a position in MKTX in Q3 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Lido Advisors held 5,296 shares of MarketAxess Holdings worth $601K as of Q2 2026.
  • Lido Advisors bought 1,745 MarketAxess Holdings shares in Q2 2026, an estimated $249K.
  • MarketAxess Holdings made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1367 holding.
  • Lido Advisors first reported a position in MarketAxess Holdings in Q3 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.