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 Q2	$80.2K	Sell	707 -30	-4%	-$4.28K	0.01%	993
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 $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's MKTX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its MarketAxess Holdings (MKTX) stake by 4.1% in Q2 2026, selling an estimated $4.28K and leaving 707 shares worth $80.2K. The position accounts for 0.01% of the portfolio, ranked #993.

Pinnacle Wealth Planning Services first reported a position in MKTX in Q4 2020 and has held it in 4 quarters since. The position peaked at $158K in Q4 2025. 396 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

Pinnacle Wealth Planning Services held 707 shares of MarketAxess Holdings worth $80.2K as of Q2 2026.
Pinnacle Wealth Planning Services sold 30 MarketAxess Holdings shares in Q2 2026, an estimated $4.28K.
MarketAxess Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #993 holding.
Pinnacle Wealth Planning Services first reported a position in MarketAxess Holdings in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's MarketAxess Holdings position peaked at $158K in Q4 2025.
396 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.