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 Q3	$82K	Sell	500 -98	-16%	-$14.5K	0.02%	340
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

GuardCap Asset Management London, United Kingdom $1.47B AUM 10.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

True Wealth Design's MKTX Position: Q3 2026 in Review

True Wealth Design reduced its MarketAxess Holdings (MKTX) stake by 16% in Q3 2026, selling an estimated $14.5K and leaving 500 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #340.

True Wealth Design first reported a position in MKTX in Q3 2024 and has held it in 9 quarters since. The position peaked at $125K in Q4 2025. 214 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

True Wealth Design held 500 shares of MarketAxess Holdings worth $82K as of Q3 2026.
True Wealth Design sold 98 MarketAxess Holdings shares in Q3 2026, an estimated $14.5K.
MarketAxess Holdings made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #340 holding.
True Wealth Design first reported a position in MarketAxess Holdings in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's MarketAxess Holdings position peaked at $125K in Q4 2025.
214 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.