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Summit Wealth Group (Colorado)’s MarketAxess Holdings MKTX Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,462
Closed -$312K – 477
2025
Q3 		$312K Buy
+1,462
New +$286K 0.03% 349

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MKTX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of MarketAxess Holdings (MKTX) in Q4 2025, closing a stake of 1,462 shares — an estimated $312K sold.

Summit Wealth Group (Colorado) first reported a position in MKTX in Q3 2025 and held it in 1 quarter. The position peaked at $312K in Q3 2025. 487 funds tracked by Wall St. Rank hold MKTX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining MarketAxess Holdings position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,462 MarketAxess Holdings shares in Q4 2025, an estimated $312K.
  • Summit Wealth Group (Colorado) first reported a position in MarketAxess Holdings in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s MarketAxess Holdings position peaked at $312K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.