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Spire Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-6
Closed -$1.09K – 2351
2025
Q4 		$1.09K Hold
6
– – ﹤0.01% 2185
2025
Q3 		$1.05K Sell
6
-10
-63% -$1.96K ﹤0.01% 2267
2025
Q2 		$3.57K Buy
16
+11
+220% +$2.42K ﹤0.01% 2042
2025
Q1 		$1.08K Buy
+5
New +$1.05K ﹤0.01% 2374
2024
Q4 		– Sell
-2
Closed -$512 – 2497
2024
Q3 		$512 Buy
+2
New +$469 ﹤0.01% 2152
2024
Q1 		– Sell
-10
Closed -$2.66K – 2367
2023
Q4 		$2.66K Hold
10
– – ﹤0.01% 2086
2023
Q3 		$2.14K Sell
10
-177
-95% -$42.9K ﹤0.01% 2127
2023
Q2 		$48.9K Sell
187
-16,873
-99% -$5.03M ﹤0.01% 1208
2023
Q1 		$6.68M Buy
17,060
+16,836
+7,516% +$5.96M 0.26% 90
2022
Q4 		$62K Buy
224
+113
+102% +$29.1K ﹤0.01% 914
2022
Q3 		$25K Sell
111
-32
-22% -$8.21K ﹤0.01% 1237
2022
Q2 		$37K Sell
143
-451
-76% -$123K ﹤0.01% 1425
2022
Q1 		$202K Sell
594
-7
-1% -$2.54K 0.01% 895
2021
Q4 		$247K Sell
601
-36
-6% -$14.2K 0.01% 1005
2021
Q3 		$268K Buy
637
+3
+0.5% +$1.38K 0.01% 799
2021
Q2 		$294K Sell
634
-2
-0.3% -$952 0.01% 779
2021
Q1 		$317K Buy
+636
New +$339K 0.01% 834

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Spire Wealth Management's MKTX Position: Q1 2026 in Review

Spire Wealth Management sold out of MarketAxess Holdings (MKTX) in Q1 2026, closing a stake of 6 shares — an estimated $1.09K sold.

Spire Wealth Management first reported a position in MKTX in Q1 2021 and held it in 17 quarters. The position peaked at $6.68M in Q1 2023. 452 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Spire Wealth Management reported no remaining MarketAxess Holdings position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 6 MarketAxess Holdings shares in Q1 2026, an estimated $1.09K.
  • Spire Wealth Management first reported a position in MarketAxess Holdings in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's MarketAxess Holdings position peaked at $6.68M in Q1 2023.
  • 452 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.