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
2026 Q3	–	Sell	-79	Closed	-$1.19K	–	3742
2026 Q2	$1.19K	Buy	+79	New	+$1.21K	﹤0.01%	2640
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Clearstead Advisors's NMRK Position: Q3 2026 in Review

Clearstead Advisors sold out of Newmark Group (NMRK) in Q3 2026, closing a stake of 79 shares — an estimated $1.19K sold.

Clearstead Advisors first reported a position in NMRK in Q4 2024 and held it in 4 quarters. The position peaked at $8.47K in Q2 2025. 119 funds tracked by Wall St. Rank hold NMRK as of Q3 2026.

Clearstead Advisors reported no remaining Newmark Group position as of Q3 2026 after selling out during the quarter.
Clearstead Advisors sold 79 Newmark Group shares in Q3 2026, an estimated $1.19K.
Clearstead Advisors first reported a position in Newmark Group in Q4 2024 and held it in 4 quarters.
Clearstead Advisors's Newmark Group position peaked at $8.47K in Q2 2025.
119 funds tracked by Wall St. Rank held Newmark Group as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.