State Street
MKTW icon

State Street’s MarketWise MKTW Stock Holding History

State Street’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 		$588K Buy
32,943
+5,176
+19% +$89.3K ﹤0.01% 3548
2026
Q1 		$520K Sell
27,767
-970
-3% -$15K ﹤0.01% 3647
2025
Q4 		$432K Buy
28,737
+1,414
+5% +$22.1K ﹤0.01% 3714
2025
Q3 		$452K Sell
27,323
-49
-0.2% -$898 ﹤0.01% 3685
2025
Q2 		$542K Buy
27,372
+804
+3% +$12.3K ﹤0.01% 3602
2025
Q1 		$262K Hold
26,568
– – ﹤0.01% 3761
2024
Q4 		$302K Hold
26,568
– – ﹤0.01% 3755
2024
Q3 		$355K Buy
26,568
+95
+0.4% +$1.74K ﹤0.01% 3659
2024
Q2 		$614K Buy
26,473
+287
+1% +$8.45K ﹤0.01% 3540
2024
Q1 		$911K Buy
26,186
+515
+2% +$21.8K ﹤0.01% 3495
2023
Q4 		$1.41M Sell
25,671
-750
-3% -$36.7K ﹤0.01% 3405
2023
Q3 		$851K Buy
26,421
+1,710
+7% +$58K ﹤0.01% 3567
2023
Q2 		$992K Buy
24,711
+9,190
+59% +$360K ﹤0.01% 3582
2023
Q1 		$574K Buy
15,521
+75
+0.5% +$3.01K ﹤0.01% 3697
2022
Q4 		$519K Buy
15,446
+733
+5% +$31.9K ﹤0.01% 3759
2022
Q3 		$671K Buy
14,713
+994
+7% +$58.6K ﹤0.01% 3676
2022
Q2 		$988K Buy
13,719
+9,213
+204% +$640K ﹤0.01% 3636
2022
Q1 		$425K Buy
4,506
+386
+9% +$42.1K ﹤0.01% 4117
2021
Q4 		$621K Buy
4,120
+3,450
+515% +$491K ﹤0.01% 3941
2021
Q3 		$111K Buy
+670
New +$130K ﹤0.01% 4521

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street's MKTW Position: Q2 2026 in Review

State Street increased its MarketWise (MKTW) stake by 19% in Q2 2026, buying an estimated $89.3K and bringing the position to 32,943 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

State Street first reported a position in MKTW in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.41M in Q4 2023. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • State Street held 32,943 shares of MarketWise worth $588K as of Q2 2026.
  • State Street bought 5,176 MarketWise shares in Q2 2026, an estimated $89.3K.
  • MarketWise made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3548 holding.
  • State Street first reported a position in MarketWise in Q3 2021 and has held it in 20 quarters since.
  • State Street's MarketWise position peaked at $1.41M in Q4 2023.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.