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Acumen Wealth Advisors’s Newmark Group NMRK Stock Holding History

Acumen Wealth Advisors’s Portfolio NMRK Stock Details NMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-700
Closed -$12.1K – 532
2025
Q4 		$12.1K Buy
+700
New +$12.3K ﹤0.01% 276

Other funds holding NMRK

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Acumen Wealth Advisors's NMRK Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Newmark Group (NMRK) in Q1 2026, closing a stake of 700 shares — an estimated $12.1K sold.

Acumen Wealth Advisors first reported a position in NMRK in Q4 2025 and held it in 1 quarter. The position peaked at $12.1K in Q4 2025. 309 funds tracked by Wall St. Rank hold NMRK as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining Newmark Group position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 700 Newmark Group shares in Q1 2026, an estimated $12.1K.
  • Acumen Wealth Advisors first reported a position in Newmark Group in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's Newmark Group position peaked at $12.1K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held Newmark Group as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.