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Clearstead Advisors’s Newmark Group NMRK Stock Holding History

Clearstead Advisors’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
Q3 		– Sell
-697
Closed -$8.47K – 3189
2025
Q2 		$8.47K Buy
697
+314
+82% +$3.51K ﹤0.01% 1938
2025
Q1 		$4.66K Hold
383
– – ﹤0.01% 1766
2024
Q4 		$4.91K Buy
+383
New +$5.66K ﹤0.01% 1721

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clearstead Advisors's NMRK Position: Q3 2025 in Review

Clearstead Advisors sold out of Newmark Group (NMRK) in Q3 2025, closing a stake of 697 shares — an estimated $8.47K sold.

Clearstead Advisors first reported a position in NMRK in Q4 2024 and held it in 3 quarters. The position peaked at $8.47K in Q2 2025. 289 funds tracked by Wall St. Rank hold NMRK as of Q3 2025.

  • Clearstead Advisors reported no remaining Newmark Group position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 697 Newmark Group shares in Q3 2025, an estimated $8.47K.
  • Clearstead Advisors first reported a position in Newmark Group in Q4 2024 and held it in 3 quarters.
  • Clearstead Advisors's Newmark Group position peaked at $8.47K in Q2 2025.
  • 289 funds tracked by Wall St. Rank held Newmark Group as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.