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Cherry Tree Wealth Management’s Newmark Group NMRK Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-131
Closed -$1.59K – 701
2025
Q1 		$1.59K Buy
+131
New +$1.75K ﹤0.01% 649

Other funds holding NMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cherry Tree Wealth Management's NMRK Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Newmark Group (NMRK) in Q2 2025, closing a stake of 131 shares — an estimated $1.59K sold.

Cherry Tree Wealth Management first reported a position in NMRK in Q1 2025 and held it in 1 quarter. The position peaked at $1.59K in Q1 2025. 285 funds tracked by Wall St. Rank hold NMRK as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Newmark Group position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 131 Newmark Group shares in Q2 2025, an estimated $1.59K.
  • Cherry Tree Wealth Management first reported a position in Newmark Group in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Newmark Group position peaked at $1.59K in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Newmark Group as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.