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Mowery & Schoenfeld Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		– Sell
-6
Closed -$1.36K – 530
2024
Q4 		$1.36K Buy
+6
New +$1.58K ﹤0.01% 432

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MKTX Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of MarketAxess Holdings (MKTX) in Q1 2025, closing a stake of 6 shares — an estimated $1.36K sold.

Mowery & Schoenfeld Wealth Management first reported a position in MKTX in Q4 2024 and held it in 1 quarter. The position peaked at $1.36K in Q4 2024. 509 funds tracked by Wall St. Rank hold MKTX as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining MarketAxess Holdings position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 6 MarketAxess Holdings shares in Q1 2025, an estimated $1.36K.
  • Mowery & Schoenfeld Wealth Management first reported a position in MarketAxess Holdings in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's MarketAxess Holdings position peaked at $1.36K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.