Sunbelt Securities’s MarketWise MKTW Stock Holding History

Sunbelt Securities’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 Q1	$56	Hold	3	–	–	﹤0.01%	2755
2025 Q4	$45	Hold	3	–	–	﹤0.01%	2652
2025 Q3	$50	Buy	+3	New	+$55	﹤0.01%	2596

Other funds holding MKTW

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SRB

Sid R. Bass $2.53M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Sunbelt Securities's MKTW Position: Q1 2026 in Review

Sunbelt Securities held its MarketWise (MKTW) position steady in Q1 2026 at 3 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

Sunbelt Securities first reported a position in MKTW in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

Sunbelt Securities held 3 shares of MarketWise worth $56 as of Q1 2026.
Sunbelt Securities left its MarketWise share count unchanged in Q1 2026.
MarketWise made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2755 holding.
Sunbelt Securities first reported a position in MarketWise in Q3 2025 and has held it in 3 quarters since.
52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.