TWD
MRX

True Wealth Design’s Marex Group Limited Ordinary Shares MRX Stock Holding History

True Wealth Design’s Portfolio MRX Stock Details MRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6
Closed -$268 – 2916
2026
Q1 		$268 Hold
6
– – ﹤0.01% 2259
2025
Q4 		$231 Sell
6
-29
-83% -$987 ﹤0.01% 2192
2025
Q3 		$1.18K Buy
+35
New +$1.26K ﹤0.01% 1697

Other funds holding MRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

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

True Wealth Design sold out of Marex Group Limited Ordinary Shares (MRX) in Q2 2026, closing a stake of 6 shares — an estimated $268 sold.

True Wealth Design first reported a position in MRX in Q3 2025 and held it in 3 quarters. The position peaked at $1.18K in Q3 2025. 221 funds tracked by Wall St. Rank hold MRX as of Q2 2026.

  • True Wealth Design reported no remaining Marex Group Limited Ordinary Shares position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 6 Marex Group Limited Ordinary Shares shares in Q2 2026, an estimated $268.
  • True Wealth Design first reported a position in Marex Group Limited Ordinary Shares in Q3 2025 and held it in 3 quarters.
  • True Wealth Design's Marex Group Limited Ordinary Shares position peaked at $1.18K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q2 2026.

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