AssetMark Inc’s Neighborhood Intelligence Inc NXH Stock Holding History

AssetMark Inc’s Portfolio NXH Stock Details NXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-81	Closed	-$442	–	3458
2025 Q4	$442	Sell	81 -8	-9%	-$58	﹤0.01%	3124
2025 Q3	$793	Buy	+89	New	+$736	﹤0.01%	2835
2018 Q1	–	Sell	-11	Closed	-$1K	–	1479
2017 Q4	$1K	Buy	+11	New	+$397	﹤0.01%	1564

Other funds holding NXH

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

AssetMark Inc's NXH Position: Q1 2026 in Review

AssetMark Inc sold out of Neighborhood Intelligence Inc (NXH) in Q1 2026, closing a stake of 81 shares — an estimated $442 sold.

AssetMark Inc first reported a position in NXH in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2017. 185 funds tracked by Wall St. Rank hold NXH as of Q1 2026.

AssetMark Inc reported no remaining Neighborhood Intelligence Inc position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 81 Neighborhood Intelligence Inc shares in Q1 2026, an estimated $442.
AssetMark Inc first reported a position in Neighborhood Intelligence Inc in Q4 2017 and held it in 3 quarters.
AssetMark Inc's Neighborhood Intelligence Inc position peaked at $1K in Q4 2017.
185 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.