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Wealthspire Advisors (New York)’s MarketAxess Holdings MKTX Stock Holding History

Wealthspire Advisors (New York)’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
-57
Closed -$9.93K – 2155
2025
Q3 		$9.93K Buy
+57
New +$11.2K ﹤0.01% 2018

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 $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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 $133B AUM 72.99% 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 $269B AUM 31.4% 1-Year Est. Return

Wealthspire Advisors (New York)'s MKTX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MarketAxess Holdings (MKTX) in Q4 2025, closing a stake of 57 shares — an estimated $9.93K sold.

Wealthspire Advisors (New York) first reported a position in MKTX in Q3 2025 and held it in 1 quarter. The position peaked at $9.93K in Q3 2025. 486 funds tracked by Wall St. Rank hold MKTX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MarketAxess Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 57 MarketAxess Holdings shares in Q4 2025, an estimated $9.93K.
  • Wealthspire Advisors (New York) first reported a position in MarketAxess Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MarketAxess Holdings position peaked at $9.93K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.