Russell Investments Group
MKTW icon

Russell Investments Group’s MarketWise MKTW Stock Holding History

Russell Investments Group’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
Q2 		$131K Buy
7,370
+4,583
+164% +$79.1K ﹤0.01% 3347
2026
Q1 		$52.2K Buy
2,787
+740
+36% +$11.4K ﹤0.01% 3304
2025
Q4 		$30.7K Buy
2,047
+773
+61% +$12.1K ﹤0.01% 3479
2025
Q3 		$21.1K Sell
1,274
-134
-10% -$2.46K ﹤0.01% 3582
2025
Q2 		$27.9K Buy
+1,408
New +$21.6K ﹤0.01% 3124
2024
Q3 		– Sell
-542
Closed -$12.6K – 3753
2024
Q2 		$12.6K Buy
542
+433
+397% +$12.8K ﹤0.01% 3030
2024
Q1 		$3.78K Buy
109
+66
+153% +$2.8K ﹤0.01% 2981
2023
Q4 		$2.33K Buy
43
+16
+59% +$782 ﹤0.01% 2992
2023
Q3 		$862 Sell
27
-226
-89% -$7.66K ﹤0.01% 3355
2023
Q2 		$10.1K Buy
+253
New +$9.92K ﹤0.01% 2962

Other funds holding MKTW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Russell Investments Group's MKTW Position: Q2 2026 in Review

Russell Investments Group increased its MarketWise (MKTW) stake by 164% in Q2 2026, buying an estimated $79.1K and bringing the position to 7,370 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

Russell Investments Group first reported a position in MKTW in Q2 2023 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Russell Investments Group held 7,370 shares of MarketWise worth $131K as of Q2 2026.
  • Russell Investments Group bought 4,583 MarketWise shares in Q2 2026, an estimated $79.1K.
  • MarketWise made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3347 holding.
  • Russell Investments Group first reported a position in MarketWise in Q2 2023 and has held it in 10 quarters since.
  • 24 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.