CT
NMAX

Caldwell Trust’s Newsmax Inc NMAX Stock Holding History

Caldwell Trust’s Portfolio NMAX Stock Details NMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$828 Buy
+100
New +$717 ﹤0.01% 797

Other funds holding NMAX

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Caldwell Trust's NMAX Position: Q2 2026 in Review

Caldwell Trust opened a new position in Newsmax Inc (NMAX) in Q2 2026: 100 shares worth $828. The stake represents ﹤0.01% of the portfolio and ranks #797 among its holdings.

232 funds tracked by Wall St. Rank hold NMAX as of Q2 2026.

  • Caldwell Trust held 100 shares of Newsmax Inc worth $828 as of Q2 2026.
  • Newsmax Inc was a new Caldwell Trust position in Q2 2026.
  • Newsmax Inc made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #797 holding.
  • 232 funds tracked by Wall St. Rank held Newsmax Inc as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.