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Private Wealth Management Group’s MarketAxess Holdings MKTX Stock Holding History

Private Wealth Management 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
2026
Q2 		$3.97K Buy
+35
New +$4.99K ﹤0.01% 932
2024
Q2 		– Sell
-22
Closed -$4.82K – 1574
2024
Q1 		$4.82K Hold
22
– – ﹤0.01% 632
2023
Q4 		$6.44K Buy
+22
New +$5.32K ﹤0.01% 541

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Management Group's MKTX Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in MarketAxess Holdings (MKTX) in Q2 2026: 35 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in MKTX as recently as Q1 2024.

Private Wealth Management Group first reported a position in MKTX in Q4 2023 and has held it in 3 quarters since. The position peaked at $6.44K in Q4 2023. 396 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Private Wealth Management Group held 35 shares of MarketAxess Holdings worth $3.97K as of Q2 2026.
  • MarketAxess Holdings was a new Private Wealth Management Group position in Q2 2026.
  • MarketAxess Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #932 holding.
  • Private Wealth Management Group first reported a position in MarketAxess Holdings in Q4 2023 and has held it in 3 quarters since.
  • Private Wealth Management Group's MarketAxess Holdings position peaked at $6.44K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.