Northern Trust
MKTW icon

Northern Trust’s MarketWise MKTW Stock Holding History

Northern Trust’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 		$247K Buy
13,211
+517
+4% +$8K ﹤0.01% 3878
2025
Q4 		$191K Buy
12,694
+323
+3% +$5.05K ﹤0.01% 4002
2025
Q3 		$204K Sell
12,371
-1,566
-11% -$28.7K ﹤0.01% 3975
2025
Q2 		$276K Buy
13,937
+532
+4% +$8.16K ﹤0.01% 3830
2025
Q1 		$132K Sell
13,405
-1,649
-11% -$19.7K ﹤0.01% 4047
2024
Q4 		$171K Sell
15,054
-173
-1% -$1.93K ﹤0.01% 4034
2024
Q3 		$204K Buy
15,227
+2,695
+22% +$49.4K ﹤0.01% 3887
2024
Q2 		$291K Buy
12,532
+297
+2% +$8.75K ﹤0.01% 3717
2024
Q1 		$423K Buy
12,235
+342
+3% +$14.5K ﹤0.01% 3614
2023
Q4 		$649K Sell
11,893
-483
-4% -$23.6K ﹤0.01% 3456
2023
Q3 		$396K Buy
12,376
+179
+1% +$6.07K ﹤0.01% 3583
2023
Q2 		$488K Buy
12,197
+5,330
+78% +$209K ﹤0.01% 3550
2023
Q1 		$254K Sell
6,867
-36
-0.5% -$1.45K ﹤0.01% 3746
2022
Q4 		$232K Sell
6,903
-1,017
-13% -$44.2K ﹤0.01% 3802
2022
Q3 		$361K Buy
7,920
+21
+0.3% +$1.24K ﹤0.01% 3617
2022
Q2 		$569K Buy
7,899
+5,583
+241% +$388K ﹤0.01% 3497
2022
Q1 		$219K Hold
2,316
– – ﹤0.01% 4101
2021
Q4 		$349K Sell
2,316
-167
-7% -$23.8K ﹤0.01% 3947
2021
Q3 		$410K Buy
+2,483
New +$483K ﹤0.01% 3843

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 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
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Northern Trust's MKTW Position: Q1 2026 in Review

Northern Trust increased its MarketWise (MKTW) stake by 4.1% in Q1 2026, buying an estimated $8K and bringing the position to 13,211 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3878.

Northern Trust first reported a position in MKTW in Q3 2021 and has held it in 19 quarters since. The position peaked at $649K in Q4 2023. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Northern Trust held 13,211 shares of MarketWise worth $247K as of Q1 2026.
  • Northern Trust bought 517 MarketWise shares in Q1 2026, an estimated $8K.
  • MarketWise made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #3878 holding.
  • Northern Trust first reported a position in MarketWise in Q3 2021 and has held it in 19 quarters since.
  • Northern Trust's MarketWise position peaked at $649K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.