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 Q3	$321K	Sell	1,957 -2	-0.1%	-$297	0.02%	243
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

RMR Wealth Builders's MKTX Position: Q3 2026 in Review

RMR Wealth Builders reduced its MarketAxess Holdings (MKTX) stake by 0.1% in Q3 2026, selling an estimated $297 and leaving 1,957 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #243.

RMR Wealth Builders first reported a position in MKTX in Q4 2019 and has held it in 26 quarters since. The position peaked at $766K in Q1 2023. 322 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

RMR Wealth Builders held 1,957 shares of MarketAxess Holdings worth $321K as of Q3 2026.
RMR Wealth Builders sold 2 MarketAxess Holdings shares in Q3 2026, an estimated $297.
MarketAxess Holdings made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #243 holding.
RMR Wealth Builders first reported a position in MarketAxess Holdings in Q4 2019 and has held it in 26 quarters since.
RMR Wealth Builders's MarketAxess Holdings position peaked at $766K in Q1 2023.
322 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.