Mount Yale Investment Advisors’s MarketAxess Holdings MKTX Stock Holding History

Mount Yale Investment 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	-1,000	Closed	-$223K	–	1233
2025 Q2	$223K	Sell	1,000 -1,197	-54%	-$263K	0.02%	528
2025 Q1	$475K	Buy	+2,197	New	+$461K	0.04%	335

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Mount Yale Investment Advisors's MKTX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of MarketAxess Holdings (MKTX) in Q3 2025, closing a stake of 1,000 shares — an estimated $223K sold.

Mount Yale Investment Advisors first reported a position in MKTX in Q1 2025 and held it in 2 quarters. The position peaked at $475K in Q1 2025. 450 funds tracked by Wall St. Rank hold MKTX as of Q3 2025.

Mount Yale Investment Advisors reported no remaining MarketAxess Holdings position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,000 MarketAxess Holdings shares in Q3 2025, an estimated $223K.
Mount Yale Investment Advisors first reported a position in MarketAxess Holdings in Q1 2025 and held it in 2 quarters.
Mount Yale Investment Advisors's MarketAxess Holdings position peaked at $475K in Q1 2025.
450 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.