Covestor’s RE/MAX Holdings RMAX Stock Holding History

Covestor’s Portfolio RMAX Stock Details RMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Sell	116 -1,024	-90%	-$7.09K	﹤0.01%	2129
2025 Q4	$9K	Sell	1,140 -30	-3%	-$243	﹤0.01%	1646
2025 Q3	$11K	Buy	1,170 +1,056	+926%	+$9.32K	0.01%	1563
2025 Q2	$1K	Buy	+114	New	+$885	﹤0.01%	2085
2024 Q2	–	Sell	-9	Closed	–	–	2674
2024 Q1	$0	Sell	9 -816	-99%	-$7.87K	﹤0.01%	2668
2023 Q4	$11K	Buy	825 +781	+1,775%	+$8.57K	0.01%	1508
2023 Q3	$1K	Sell	44 -20	-31%	-$347	﹤0.01%	1985
2023 Q2	$1K	Sell	64 -95	-60%	-$1.78K	﹤0.01%	2008
2023 Q1	$3K	Buy	159 +156	+5,200%	+$3.1K	﹤0.01%	1700
2022 Q4	$0	Buy	3 +1	+50%	+$19	﹤0.01%	2526
2022 Q3	$0	Buy	+2	New	+$48	﹤0.01%	2500
2022 Q1	–	Sell	-21	Closed	-$1K	–	2432
2021 Q4	$1K	Buy	+21	New	+$641	﹤0.01%	1904

Other funds holding RMAX

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return