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Perigon Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Perigon 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
2026
Q1 		– Sell
-2,100
Closed -$381K – 1374
2025
Q4 		$381K Buy
+2,100
New +$358K 0.01% 918
2021
Q1 		– Sell
-149
Closed -$85K – 820
2020
Q4 		$85K Buy
+149
New +$81.2K 0.01% 588

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Perigon Wealth Management's MKTX Position: Q1 2026 in Review

Perigon Wealth Management sold out of MarketAxess Holdings (MKTX) in Q1 2026, closing a stake of 2,100 shares — an estimated $381K sold.

Perigon Wealth Management first reported a position in MKTX in Q4 2020 and held it in 2 quarters. The position peaked at $381K in Q4 2025. 452 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Perigon Wealth Management reported no remaining MarketAxess Holdings position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,100 MarketAxess Holdings shares in Q1 2026, an estimated $381K.
  • Perigon Wealth Management first reported a position in MarketAxess Holdings in Q4 2020 and held it in 2 quarters.
  • Perigon Wealth Management's MarketAxess Holdings position peaked at $381K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.