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CWC Advisors’s Newmark Group NMRK Stock Holding History

CWC 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
Q2 		$357K Sell
23,654
-1,037
-4% -$15.8K 0.16% 122
2026
Q1 		$370K Sell
24,691
-1,136
-4% -$17.9K 0.18% 111
2025
Q4 		$448K Sell
25,827
-33
-0.1% -$578 0.22% 103
2025
Q3 		$482K Buy
25,860
+156
+0.6% +$2.53K 0.24% 98
2025
Q2 		$312K Buy
25,704
+628
+3% +$7.03K 0.16% 117
2025
Q1 		$305K Buy
25,076
+5,957
+31% +$79.5K 0.17% 113
2024
Q4 		$245K Sell
19,119
-250
-1% -$3.69K 0.24% 104
2024
Q3 		$301K Buy
+19,369
New +$251K 0.3% 90

Other funds holding NMRK

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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
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
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CWC Advisors's NMRK Position: Q2 2026 in Review

CWC Advisors reduced its Newmark Group (NMRK) stake by 4.2% in Q2 2026, selling an estimated $15.8K and leaving 23,654 shares worth $357K. The position accounts for 0.16% of the portfolio, ranked #122.

CWC Advisors first reported a position in NMRK in Q3 2024 and has held it in 8 quarters since. The position peaked at $482K in Q3 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • CWC Advisors held 23,654 shares of Newmark Group worth $357K as of Q2 2026.
  • CWC Advisors sold 1,037 Newmark Group shares in Q2 2026, an estimated $15.8K.
  • Newmark Group made up 0.16% of CWC Advisors's portfolio in Q2 2026, its #122 holding.
  • CWC Advisors first reported a position in Newmark Group in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Newmark Group position peaked at $482K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.