Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Newmark Group NMRK Stock Holding History

Carson Wealth (CWM LLC)’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 		$214K Buy
14,250
+1,271
+10% +$20K ﹤0.01% 2689
2025
Q4 		$225K Buy
12,979
+448
+4% +$7.85K ﹤0.01% 2473
2025
Q3 		$234K Buy
12,531
+738
+6% +$12K ﹤0.01% 2324
2025
Q2 		$143K Buy
11,793
+4,100
+53% +$45.9K ﹤0.01% 2435
2025
Q1 		$94K Buy
7,693
+2,996
+64% +$40K ﹤0.01% 2477
2024
Q4 		$60K Buy
4,697
+522
+13% +$7.71K ﹤0.01% 2665
2024
Q3 		$65K Buy
4,175
+481
+13% +$6.24K ﹤0.01% 2495
2024
Q2 		$38K Buy
3,694
+30
+0.8% +$305 ﹤0.01% 2660
2024
Q1 		$41K Buy
3,664
+247
+7% +$2.58K ﹤0.01% 2429
2023
Q4 		$37K Sell
3,417
-2,596
-43% -$19.6K ﹤0.01% 2363
2023
Q3 		$39K Hold
6,013
– – ﹤0.01% 2226
2023
Q2 		$37K Buy
6,013
+4,760
+380% +$29.3K ﹤0.01% 2213
2023
Q1 		$9K Sell
1,253
-16
-1% -$128 ﹤0.01% 3022
2022
Q4 		$10K Sell
1,269
-312
-20% -$2.6K ﹤0.01% 2803
2022
Q3 		$13K Sell
1,581
-13
-0.8% -$134 ﹤0.01% 2522
2022
Q2 		$15K Buy
+1,594
New +$18.5K ﹤0.01% 2321
2019
Q1 		– Sell
-139
Closed -$1K – 3174
2018
Q4 		$1K Buy
+139
New +$1.31K ﹤0.01% 1945

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

Carson Wealth (CWM LLC)'s NMRK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Newmark Group (NMRK) stake by 9.8% in Q1 2026, buying an estimated $20K and bringing the position to 14,250 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Carson Wealth (CWM LLC) first reported a position in NMRK in Q4 2018 and has held it in 17 quarters since. The position peaked at $234K in Q3 2025. 309 funds tracked by Wall St. Rank hold NMRK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,250 shares of Newmark Group worth $214K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,271 Newmark Group shares in Q1 2026, an estimated $20K.
  • Newmark Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2689 holding.
  • Carson Wealth (CWM LLC) first reported a position in Newmark Group in Q4 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Newmark Group position peaked at $234K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Newmark Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.