Pinnacle Wealth Planning Services’s MarketAxess Holdings MKTX Stock Holding History

Pinnacle Wealth Planning Services’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	$122K	Sell	737 -134	-15%	-$23.5K	0.01%	699
2025 Q4	$158K	Buy	+871	New	+$149K	0.02%	563
2021 Q1	–	Sell	-130	Closed	-$74K	–	1304
2020 Q4	$74K	Buy	+130	New	+$70.8K	0.02%	612

Other funds holding MKTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pinnacle Wealth Planning Services's MKTX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its MarketAxess Holdings (MKTX) stake by 15% in Q1 2026, selling an estimated $23.5K and leaving 737 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #699.

Pinnacle Wealth Planning Services first reported a position in MKTX in Q4 2020 and has held it in 3 quarters since. The position peaked at $158K in Q4 2025. 447 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

Pinnacle Wealth Planning Services held 737 shares of MarketAxess Holdings worth $122K as of Q1 2026.
Pinnacle Wealth Planning Services sold 134 MarketAxess Holdings shares in Q1 2026, an estimated $23.5K.
MarketAxess Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #699 holding.
Pinnacle Wealth Planning Services first reported a position in MarketAxess Holdings in Q4 2020 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's MarketAxess Holdings position peaked at $158K in Q4 2025.
447 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.