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Steward Partners Investment Advisory’s MarketWise MKTW Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-194
Closed -$3.63K – 4792
2026
Q1 		$3.63K Hold
194
– – ﹤0.01% 3895
2025
Q4 		$2.91K Hold
194
– – ﹤0.01% 3859
2025
Q3 		$3.21K Hold
194
– – ﹤0.01% 3787
2025
Q2 		$3.84K Sell
194
-1
-0.5% -$15 ﹤0.01% 3563
2025
Q1 		$1.93K Hold
195
– – ﹤0.01% 3653
2024
Q4 		$2.22K Hold
195
– – ﹤0.01% 3611
2024
Q3 		$2.61K Sell
195
-3
-2% -$55 ﹤0.01% 3383
2024
Q2 		$4.59K Hold
198
– – ﹤0.01% 3071
2024
Q1 		$6.84K Hold
198
– – ﹤0.01% 2946
2023
Q4 		$10.8K Hold
198
– – ﹤0.01% 2674
2023
Q3 		$6.33K Hold
198
– – ﹤0.01% 2745
2023
Q2 		$7.91K Hold
198
– – ﹤0.01% 2646
2023
Q1 		$7.32K Hold
198
– – ﹤0.01% 2659
2022
Q4 		$6.64K Sell
198
-2
-1% -$87 ﹤0.01% 2676
2022
Q3 		$9K Buy
200
+180
+900% +$10.6K ﹤0.01% 2577
2022
Q2 		$1K Sell
20
-274
-93% -$19K ﹤0.01% 3135
2022
Q1 		$28K Buy
294
+7
+2% +$763 ﹤0.01% 2207
2021
Q4 		$43K Buy
287
+86
+43% +$12.2K ﹤0.01% 1988
2021
Q3 		$33K Buy
+201
New +$39.1K ﹤0.01% 2085

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Steward Partners Investment Advisory's MKTW Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of MarketWise (MKTW) in Q2 2026, closing a stake of 194 shares — an estimated $3.63K sold.

Steward Partners Investment Advisory first reported a position in MKTW in Q3 2021 and held it in 19 quarters. The position peaked at $43K in Q4 2021. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining MarketWise position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 194 MarketWise shares in Q2 2026, an estimated $3.63K.
  • Steward Partners Investment Advisory first reported a position in MarketWise in Q3 2021 and held it in 19 quarters.
  • Steward Partners Investment Advisory's MarketWise position peaked at $43K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.