RhumbLine Advisers
MKTW icon

RhumbLine Advisers’s MarketWise MKTW Stock Holding History

RhumbLine Advisers’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52K Buy
2,779
+8
+0.3% +$124 ﹤0.01% 3581
2025
Q4 		$41.6K Sell
2,771
-386
-12% -$6.03K ﹤0.01% 3668
2025
Q3 		$52.2K Buy
3,157
+476
+18% +$8.73K ﹤0.01% 3655
2025
Q2 		$53K Buy
2,681
+545
+26% +$8.36K ﹤0.01% 3661
2025
Q1 		$21.1K Buy
2,136
+665
+45% +$7.96K ﹤0.01% 3727
2024
Q4 		$16.7K Sell
1,471
-822
-36% -$9.18K ﹤0.01% 3820
2024
Q3 		$30.6K Buy
2,293
+201
+10% +$3.69K ﹤0.01% 3756
2024
Q2 		$48.5K Buy
2,092
+148
+8% +$4.36K ﹤0.01% 3691
2024
Q1 		$67.3K Buy
1,944
+62
+3% +$2.63K ﹤0.01% 3557
2023
Q4 		$103K Buy
1,882
+18
+1% +$880 ﹤0.01% 3436
2023
Q3 		$59.7K Buy
1,864
+88
+5% +$2.98K ﹤0.01% 3606
2023
Q2 		$71K Buy
1,776
+510
+40% +$20K ﹤0.01% 3603
2023
Q1 		$47K Sell
1,266
-11
-0.9% -$442 ﹤0.01% 2910
2022
Q4 		$43K Sell
1,277
-51
-4% -$2.22K ﹤0.01% 2960
2022
Q3 		$61K Sell
1,328
-450
-25% -$26.5K ﹤0.01% 3037
2022
Q2 		$128K Buy
1,778
+1,274
+253% +$88.5K ﹤0.01% 3011
2022
Q1 		$48K Hold
504
– – ﹤0.01% 2976
2021
Q4 		$76K Hold
504
– – ﹤0.01% 2962
2021
Q3 		$83K Buy
+504
New +$98K ﹤0.01% 3006

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

RhumbLine Advisers's MKTW Position: Q1 2026 in Review

RhumbLine Advisers increased its MarketWise (MKTW) stake by 0.29% in Q1 2026, buying an estimated $124 and bringing the position to 2,779 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

RhumbLine Advisers first reported a position in MKTW in Q3 2021 and has held it in 19 quarters since. The position peaked at $128K in Q2 2022. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • RhumbLine Advisers held 2,779 shares of MarketWise worth $52K as of Q1 2026.
  • RhumbLine Advisers bought 8 MarketWise shares in Q1 2026, an estimated $124.
  • MarketWise made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #3581 holding.
  • RhumbLine Advisers first reported a position in MarketWise in Q3 2021 and has held it in 19 quarters since.
  • RhumbLine Advisers's MarketWise position peaked at $128K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.