CWP
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Capital Wealth Planning’s Newmark Group NMRK Stock Holding History

Capital Wealth Planning’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
Q2 		$217K Hold
14,351
– – ﹤0.01% 151
2026
Q1 		$215K Sell
14,351
-7,000
-33% -$110K ﹤0.01% 150
2025
Q4 		$370K Hold
21,351
– – ﹤0.01% 141
2025
Q3 		$398K Buy
+21,351
New +$347K ﹤0.01% 136

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Wealth Planning's NMRK Position: Q2 2026 in Review

Capital Wealth Planning held its Newmark Group (NMRK) position steady in Q2 2026 at 14,351 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Capital Wealth Planning first reported a position in NMRK in Q3 2025 and has held it in 4 quarters since. The position peaked at $398K in Q3 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Capital Wealth Planning held 14,351 shares of Newmark Group worth $217K as of Q2 2026.
  • Capital Wealth Planning left its Newmark Group share count unchanged in Q2 2026.
  • Newmark Group made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #151 holding.
  • Capital Wealth Planning first reported a position in Newmark Group in Q3 2025 and has held it in 4 quarters since.
  • Capital Wealth Planning's Newmark Group position peaked at $398K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.