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
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 $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

State Street's MKTW Position: Q1 2026 in Review

State Street reduced its MarketWise (MKTW) stake by 3.4% in Q1 2026, selling an estimated $15K and leaving 27,767 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #3647.

State Street first reported a position in MKTW in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q4 2023. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • State Street held 27,767 shares of MarketWise worth $520K as of Q1 2026.
  • State Street sold 970 MarketWise shares in Q1 2026, an estimated $15K.
  • MarketWise made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3647 holding.
  • State Street first reported a position in MarketWise in Q3 2021 and has held it in 19 quarters since.
  • State Street's MarketWise position peaked at $1.41M in Q4 2023.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.