Cornerstone Planning Group’s Newmark Group NMRK Stock Holding History

Cornerstone Planning Group’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	$337	Hold	22	–	–	﹤0.01%	1768
2026 Q1	$360	Buy	+22	New	+$347	﹤0.01%	1717
2025 Q2	–	Sell	-233	Closed	-$2.52K	–	1639
2025 Q1	$2.52K	Buy	233 +1	+0.4%	+$13	﹤0.01%	928
2024 Q4	$3.28K	Hold	232	–	–	﹤0.01%	669
2024 Q3	$3.46K	Hold	232	–	–	﹤0.01%	652
2024 Q2	$2.67K	Buy	232 +1	+0.4%	+$10	﹤0.01%	707
2024 Q1	$2.31K	Buy	231 +1	+0.4%	+$10	﹤0.01%	637
2023 Q4	$2.52K	Buy	230 +1	+0.4%	+$8	﹤0.01%	597
2023 Q3	$1.48K	Buy	229 +1	+0.4%	+$7	﹤0.01%	717
2023 Q2	$1.42K	Buy	+228	New	+$1.41K	﹤0.01%	1268
2022 Q4	$1.97K	Buy	+226	New	+$1.89K	﹤0.01%	1184

Other funds holding NMRK

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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 Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Planning Group's NMRK Position: Q2 2026 in Review

Cornerstone Planning Group held its Newmark Group (NMRK) position steady in Q2 2026 at 22 shares worth $337. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Cornerstone Planning Group first reported a position in NMRK in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.46K in Q3 2024. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

Cornerstone Planning Group held 22 shares of Newmark Group worth $337 as of Q2 2026.
Cornerstone Planning Group left its Newmark Group share count unchanged in Q2 2026.
Newmark Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1768 holding.
Cornerstone Planning Group first reported a position in Newmark Group in Q4 2022 and has held it in 11 quarters since.
Cornerstone Planning Group's Newmark Group position peaked at $3.46K in Q3 2024.
315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.