Creative Planning’s Newmark Group NMRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.34M | Buy |
220,760
+15,524
| +8% | +$237K | ﹤0.01% | 1701 |
|
|
2026
Q1 | $3.08M | Buy |
205,236
+111,698
| +119% | +$1.76M | ﹤0.01% | 1559 |
|
|
2025
Q4 | $1.62M | Buy |
93,538
+16,151
| +21% | +$283K | ﹤0.01% | 1888 |
|
|
2025
Q3 | $1.44M | Buy |
77,387
+20,307
| +36% | +$330K | ﹤0.01% | 1800 |
|
|
2025
Q2 | $694K | Sell |
57,080
-7,282
| -11% | -$81.5K | ﹤0.01% | 2166 |
|
|
2025
Q1 | $783K | Buy |
64,362
+18,563
| +41% | +$248K | ﹤0.01% | 1914 |
|
|
2024
Q4 | $587K | Buy |
45,799
+491
| +1% | +$7.25K | ﹤0.01% | 2079 |
|
|
2024
Q3 | $704K | Buy |
45,308
+5,915
| +15% | +$76.8K | ﹤0.01% | 1808 |
|
|
2024
Q2 | $403K | Buy |
39,393
+1,131
| +3% | +$11.5K | ﹤0.01% | 2121 |
|
|
2024
Q1 | $424K | Buy |
38,262
+767
| +2% | +$8.02K | ﹤0.01% | 1976 |
|
|
2023
Q4 | $411K | Buy |
37,495
+1,629
| +5% | +$12.3K | ﹤0.01% | 1843 |
|
|
2023
Q3 | $231K | Buy |
35,866
+623
| +2% | +$4.32K | ﹤0.01% | 2130 |
|
|
2023
Q2 | $219K | Buy |
35,243
+8,836
| +33% | +$54.4K | ﹤0.01% | 2146 |
|
|
2023
Q1 | $187K | Buy |
26,407
+8,475
| +47% | +$67.9K | ﹤0.01% | 2154 |
|
|
2022
Q4 | $143K | Buy |
17,932
+4,378
| +32% | +$36.5K | ﹤0.01% | 2095 |
|
|
2022
Q3 | $109K | Buy |
13,554
+116
| +0.9% | +$1.2K | ﹤0.01% | 2015 |
|
|
2022
Q2 | $130K | Sell |
13,438
-2,935
| -18% | -$34K | ﹤0.01% | 1943 |
|
|
2022
Q1 | $261K | Buy |
16,373
+1,577
| +11% | +$25.7K | ﹤0.01% | 1724 |
|
|
2021
Q4 | $277K | Buy |
14,796
+2,046
| +16% | +$32.6K | ﹤0.01% | 1675 |
|
|
2021
Q3 | $182K | Buy |
12,750
+30
| +0.2% | +$387 | ﹤0.01% | 1877 |
|
|
2021
Q2 | $153K | Sell |
12,720
-100
| -0.8% | -$1.2K | ﹤0.01% | 1832 |
|
|
2021
Q1 | $128K | Hold |
12,820
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q4 | $93K | Sell |
12,820
-1,855
| -13% | -$11.5K | ﹤0.01% | 2037 |
|
|
2020
Q3 | $63K | Hold |
14,675
| – | – | ﹤0.01% | 1884 |
|
|
2020
Q2 | $71K | Buy |
14,675
+4,407
| +43% | +$18.5K | ﹤0.01% | 1720 |
|
|
2020
Q1 | $44K | Buy |
+10,268
| New | +$101K | ﹤0.01% | 1650 |
|
|
2019
Q3 | – | Sell |
-13,603
| Closed | -$122K | – | 2068 |
|
|
2019
Q2 | $122K | Sell |
13,603
-3,380
| -20% | -$28.5K | ﹤0.01% | 1723 |
|
|
2019
Q1 | $142K | Buy |
16,983
+6,005
| +55% | +$57K | ﹤0.01% | 1647 |
|
|
2018
Q4 | $88K | Buy |
+10,978
| New | +$104K | ﹤0.01% | 1646 |
|
Other funds holding NMRK
ECP
WHG
Creative Planning's NMRK Position: Q2 2026 in Review
Creative Planning increased its Newmark Group (NMRK) stake by 7.6% in Q2 2026, buying an estimated $237K and bringing the position to 220,760 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1701.
Creative Planning first reported a position in NMRK in Q4 2018 and has held it in 29 quarters since. 317 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.
- Creative Planning held 220,760 shares of Newmark Group worth $3.34M as of Q2 2026.
- Creative Planning bought 15,524 Newmark Group shares in Q2 2026, an estimated $237K.
- Newmark Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1701 holding.
- Creative Planning first reported a position in Newmark Group in Q4 2018 and has held it in 29 quarters since.
- 317 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.