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Stiles Financial Services’s MarketAxess Holdings MKTX Stock Holding History

Stiles Financial Services’s Portfolio MKTX Stock Details MKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$680K Sell
5,992
-775
-11% -$110K 0.17% 105
2026
Q1 		$1.12M Sell
6,767
-208
-3% -$36.4K 0.34% 78
2025
Q4 		$1.26M Sell
6,975
-1,420
-17% -$242K 0.39% 74
2025
Q3 		$1.46M Buy
8,395
+389
+5% +$76.1K 0.46% 67
2025
Q2 		$1.79M Buy
8,006
+337
+4% +$74.1K 0.62% 55
2025
Q1 		$1.66M Buy
7,669
+945
+14% +$198K 0.64% 57
2024
Q4 		$1.52M Buy
6,724
+431
+7% +$113K 0.55% 58
2024
Q3 		$1.61M Buy
6,293
+926
+17% +$217K 0.57% 59
2024
Q2 		$1.08M Buy
5,367
+1,649
+44% +$340K 0.41% 71
2024
Q1 		$816K Buy
3,718
+582
+19% +$137K 0.33% 79
2023
Q4 		$919K Buy
3,136
+1,311
+72% +$317K 0.42% 74
2023
Q3 		$390K Buy
+1,825
New +$442K 0.2% 112

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stiles Financial Services's MKTX Position: Q2 2026 in Review

Stiles Financial Services reduced its MarketAxess Holdings (MKTX) stake by 11% in Q2 2026, selling an estimated $110K and leaving 5,992 shares worth $680K. The position accounts for 0.17% of the portfolio, ranked #105.

Stiles Financial Services first reported a position in MKTX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.79M in Q2 2025. 396 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Stiles Financial Services held 5,992 shares of MarketAxess Holdings worth $680K as of Q2 2026.
  • Stiles Financial Services sold 775 MarketAxess Holdings shares in Q2 2026, an estimated $110K.
  • MarketAxess Holdings made up 0.17% of Stiles Financial Services's portfolio in Q2 2026, its #105 holding.
  • Stiles Financial Services first reported a position in MarketAxess Holdings in Q3 2023 and has held it in 12 quarters since.
  • Stiles Financial Services's MarketAxess Holdings position peaked at $1.79M in Q2 2025.
  • 396 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.