RMR Wealth Builders’s MarketAxess Holdings MKTX Stock Holding History

RMR Wealth Builders’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	$222K	Buy	1,959 +2	+0.1%	+$285	0.01%	293
2026 Q1	$323K	Sell	1,957 -1	-0.1%	-$175	0.03%	222
2025 Q4	$355K	Sell	1,958 -126	-6%	-$21.5K	0.03%	213
2025 Q3	$363K	Buy	2,084 +59	+3%	+$11.5K	0.03%	212
2025 Q2	$452K	Buy	2,025 +68	+3%	+$14.9K	0.04%	174
2025 Q1	$423K	Hold	1,957	–	–	0.04%	168
2024 Q4	$442K	Sell	1,957 -1	-0.1%	-$263	0.05%	167
2024 Q3	$502K	Sell	1,958 -7	-0.4%	-$1.64K	0.05%	154
2024 Q2	$394K	Hold	1,965	–	–	0.05%	171
2024 Q1	$431K	Hold	1,965	–	–	0.05%	165
2023 Q4	$575K	Buy	1,965 +8	+0.4%	+$1.94K	0.08%	129
2023 Q3	$418K	Hold	1,957	–	–	0.07%	153
2023 Q2	$512K	Hold	1,957	–	–	0.09%	114
2023 Q1	$766K	Hold	1,957	–	–	0.15%	78
2022 Q4	$546K	Hold	1,957	–	–	0.12%	89
2022 Q3	$435K	Buy	1,957 +1,156	+144%	+$297K	0.11%	104
2022 Q2	$205K	Hold	801	–	–	0.05%	186
2022 Q1	$273K	Buy	+801	New	+$290K	0.06%	168
2021 Q4	–	Sell	-801	Closed	-$337K	–	175
2021 Q3	$337K	Hold	801	–	–	0.1%	127
2021 Q2	$371K	Hold	801	–	–	0.12%	117
2021 Q1	$399K	Hold	801	–	–	0.1%	117
2020 Q4	$457K	Hold	801	–	–	0.22%	79
2020 Q3	$386K	Hold	801	–	–	0.1%	136
2020 Q2	$401K	Buy	+801	New	+$373K	0.36%	65
2019 Q4	$304K	Buy	+801	New	+$294K	0.29%	74

Other funds holding MKTX

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RMR Wealth Builders's MKTX Position: Q2 2026 in Review

RMR Wealth Builders increased its MarketAxess Holdings (MKTX) stake by 0.1% in Q2 2026, buying an estimated $285 and bringing the position to 1,959 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #293.

RMR Wealth Builders first reported a position in MKTX in Q4 2019 and has held it in 25 quarters since. The position peaked at $766K in Q1 2023. 62 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

RMR Wealth Builders held 1,959 shares of MarketAxess Holdings worth $222K as of Q2 2026.
RMR Wealth Builders bought 2 MarketAxess Holdings shares in Q2 2026, an estimated $285.
MarketAxess Holdings made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #293 holding.
RMR Wealth Builders first reported a position in MarketAxess Holdings in Q4 2019 and has held it in 25 quarters since.
RMR Wealth Builders's MarketAxess Holdings position peaked at $766K in Q1 2023.
62 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.