MIM
MKTW icon

MTM Investment Management’s MarketWise MKTW Stock Holding History

MTM Investment Management’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$360K Buy
19,204
+352
+2% +$5.45K 0.11% 155
2025
Q4 		$283K Sell
18,852
-2,861
-13% -$44.7K 0.09% 173
2025
Q3 		$359K Buy
+21,713
New +$398K 0.11% 157
2025
Q2 		– Sell
-14,013
Closed -$142K – 735
2025
Q1 		$142K Buy
14,013
+4,700
+50% +$56.3K 0.05% 202
2024
Q4 		$106K Buy
9,313
+2,791
+43% +$31.2K 0.04% 207
2024
Q3 		$80.4K Buy
6,522
+93
+1% +$1.71K 0.03% 218
2024
Q2 		$149K Buy
6,429
+5,179
+414% +$153K 0.06% 193
2024
Q1 		$43.3K Buy
+1,250
New +$53K 0.02% 223

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $385M AUM 27.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return