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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stiles Financial Services's MKTX Position: Q1 2026 in Review

Stiles Financial Services reduced its MarketAxess Holdings (MKTX) stake by 3% in Q1 2026, selling an estimated $36.4K and leaving 6,767 shares worth $1.12M. The position accounts for 0.34% of the portfolio, ranked #78.

Stiles Financial Services first reported a position in MKTX in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q2 2025. 448 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Stiles Financial Services held 6,767 shares of MarketAxess Holdings worth $1.12M as of Q1 2026.
  • Stiles Financial Services sold 208 MarketAxess Holdings shares in Q1 2026, an estimated $36.4K.
  • MarketAxess Holdings made up 0.34% of Stiles Financial Services's portfolio in Q1 2026, its #78 holding.
  • Stiles Financial Services first reported a position in MarketAxess Holdings in Q3 2023 and has held it in 11 quarters since.
  • Stiles Financial Services's MarketAxess Holdings position peaked at $1.79M in Q2 2025.
  • 448 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.