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Portside Wealth Group’s MarketAxess Holdings MKTX Stock Holding History

Portside Wealth Group’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
2025
Q3 		– Sell
-1,069
Closed -$239K – 498
2025
Q2 		$239K Buy
1,069
+99
+10% +$21.8K 0.04% 405
2025
Q1 		$210K Buy
+970
New +$204K 0.03% 396
2024
Q1 		– Sell
-2,503
Closed -$733K – 382
2023
Q4 		$733K Buy
2,503
+332
+15% +$80.3K 0.14% 166
2023
Q3 		$467K Buy
2,171
+4
+0.2% +$969 0.09% 202
2023
Q2 		$567K Buy
+2,167
New +$646K 0.11% 185

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Portside Wealth Group's MKTX Position: Q3 2025 in Review

Portside Wealth Group sold out of MarketAxess Holdings (MKTX) in Q3 2025, closing a stake of 1,069 shares — an estimated $239K sold.

Portside Wealth Group first reported a position in MKTX in Q2 2023 and held it in 5 quarters. The position peaked at $733K in Q4 2023. 450 funds tracked by Wall St. Rank hold MKTX as of Q3 2025.

  • Portside Wealth Group reported no remaining MarketAxess Holdings position as of Q3 2025 after selling out during the quarter.
  • Portside Wealth Group sold 1,069 MarketAxess Holdings shares in Q3 2025, an estimated $239K.
  • Portside Wealth Group first reported a position in MarketAxess Holdings in Q2 2023 and held it in 5 quarters.
  • Portside Wealth Group's MarketAxess Holdings position peaked at $733K in Q4 2023.
  • 450 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2025.

Based on Portside Wealth Group's 13F filing for Q3 2025, filed 5 Nov 2025.