True Wealth Design’s MarketAxess Holdings MKTX Stock Holding History

True Wealth Design’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	$67.9K	Sell	598 -25	-4%	-$3.56K	0.02%	377
2026 Q1	$103K	Sell	623 -64	-9%	-$11.2K	0.03%	208
2025 Q4	$125K	Buy	687 +641	+1,393%	+$109K	0.04%	143
2025 Q3	$8.02K	Sell	46 -107	-70%	-$20.9K	﹤0.01%	914
2025 Q2	$34.2K	Buy	153 +139	+993%	+$30.6K	0.01%	267
2025 Q1	$3.03K	Sell	14 -76	-84%	-$16K	﹤0.01%	856
2024 Q4	$20.3K	Buy	90 +87	+2,900%	+$22.9K	0.01%	320
2024 Q3	$769	Buy	+3	New	+$703	﹤0.01%	1027

Other funds holding MKTX

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

True Wealth Design's MKTX Position: Q2 2026 in Review

True Wealth Design reduced its MarketAxess Holdings (MKTX) stake by 4% in Q2 2026, selling an estimated $3.56K and leaving 598 shares worth $67.9K. The position accounts for 0.02% of the portfolio, ranked #377.

True Wealth Design first reported a position in MKTX in Q3 2024 and has held it in 8 quarters since. The position peaked at $125K in Q4 2025. 39 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

True Wealth Design held 598 shares of MarketAxess Holdings worth $67.9K as of Q2 2026.
True Wealth Design sold 25 MarketAxess Holdings shares in Q2 2026, an estimated $3.56K.
MarketAxess Holdings made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #377 holding.
True Wealth Design first reported a position in MarketAxess Holdings in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's MarketAxess Holdings position peaked at $125K in Q4 2025.
39 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.