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Sterling Capital Management’s MarketWise MKTW Stock Holding History

Sterling Capital Management’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 		$1.22K Sell
65
-65
-50% -$1.01K ﹤0.01% 3068
2025
Q4 		$1.95K Hold
130
– – ﹤0.01% 3070
2025
Q3 		$2.15K Buy
130
+99
+319% +$1.81K ﹤0.01% 2962
2025
Q2 		$613 Buy
+31
New +$476 ﹤0.01% 3130
2025
Q1 		– Sell
-5
Closed -$60 – 3220
2024
Q4 		$60 Hold
5
– – ﹤0.01% 3205
2024
Q3 		$70 Buy
+5
New +$92 ﹤0.01% 3222

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sterling Capital Management's MKTW Position: Q1 2026 in Review

Sterling Capital Management reduced its MarketWise (MKTW) stake by 50% in Q1 2026, selling an estimated $1.01K and leaving 65 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

Sterling Capital Management first reported a position in MKTW in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.15K in Q3 2025. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Sterling Capital Management held 65 shares of MarketWise worth $1.22K as of Q1 2026.
  • Sterling Capital Management sold 65 MarketWise shares in Q1 2026, an estimated $1.01K.
  • MarketWise made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #3068 holding.
  • Sterling Capital Management first reported a position in MarketWise in Q3 2024 and has held it in 6 quarters since.
  • Sterling Capital Management's MarketWise position peaked at $2.15K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

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