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 Q2	$571	Sell	32 -33	-51%	-$569	﹤0.01%	3212
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 London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRB

Sid R. Bass $2.6M AUM

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Sterling Capital Management's MKTW Position: Q2 2026 in Review

Sterling Capital Management reduced its MarketWise (MKTW) stake by 51% in Q2 2026, selling an estimated $569 and leaving 32 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

Sterling Capital Management first reported a position in MKTW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.15K in Q3 2025. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

Sterling Capital Management held 32 shares of MarketWise worth $571 as of Q2 2026.
Sterling Capital Management sold 33 MarketWise shares in Q2 2026, an estimated $569.
MarketWise made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #3212 holding.
Sterling Capital Management first reported a position in MarketWise in Q3 2024 and has held it in 7 quarters since.
Sterling Capital Management's MarketWise position peaked at $2.15K in Q3 2025.
51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.