MIM
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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
Q2 		$423K Buy
23,735
+4,531
+24% +$78.2K 0.12% 149
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 $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MTM Investment Management's MKTW Position: Q2 2026 in Review

MTM Investment Management increased its MarketWise (MKTW) stake by 24% in Q2 2026, buying an estimated $78.2K and bringing the position to 23,735 shares worth $423K. The position accounts for 0.12% of the portfolio, ranked #149.

MTM Investment Management first reported a position in MKTW in Q1 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • MTM Investment Management held 23,735 shares of MarketWise worth $423K as of Q2 2026.
  • MTM Investment Management bought 4,531 MarketWise shares in Q2 2026, an estimated $78.2K.
  • MarketWise made up 0.12% of MTM Investment Management's portfolio in Q2 2026, its #149 holding.
  • MTM Investment Management first reported a position in MarketWise in Q1 2024 and has held it in 9 quarters since.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.