EWM
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Edge Wealth Management’s Newmark Group NMRK Stock Holding History

Edge Wealth Management’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 		$2.53M Buy
167,563
+10
+0% +$153 0.43% 30
2026
Q1 		$2.51M Buy
167,553
+5
+0% +$79 0.43% 29
2025
Q4 		$2.91M Buy
167,548
+3,454
+2% +$60.5K 0.51% 29
2025
Q3 		$3.06M Buy
164,094
+4
+0% +$65 0.54% 31
2025
Q2 		$1.99M Buy
164,090
+7
+0% +$78 0.38% 31
2025
Q1 		$2M Buy
164,083
+6
+0% +$80 0.4% 30
2024
Q4 		$2.1M Buy
164,077
+5
+0% +$74 0.43% 30
2024
Q3 		$2.55M Buy
164,072
+5
+0% +$65 0.51% 29
2024
Q2 		$1.68M Buy
164,067
+7
+0% +$71 0.35% 30
2024
Q1 		$1.82M Buy
164,060
+6
+0% +$63 0.38% 30
2023
Q4 		$1.8M Buy
164,054
+9
+0% +$68 0.39% 33
2023
Q3 		$1.05M Buy
164,045
+10
+0% +$69 0.25% 37
2023
Q2 		$1.02M Buy
164,035
+12
+0% +$74 0.22% 39
2023
Q1 		$1.16M Buy
164,023
+10
+0% +$80 0.27% 36
2022
Q4 		$1.31M Buy
164,013
+8
+0% +$67 0.3% 38
2022
Q3 		$1.33M Buy
164,005
+7
+0% +$72 0.29% 36
2022
Q2 		$1.59M Buy
163,998
+7
+0% +$81 0.34% 36
2022
Q1 		$2.61M Buy
163,991
+1
+0% +$16 0.51% 35
2021
Q4 		$3.07M Buy
163,990
+2
+0% +$32 0.56% 36
2021
Q3 		$2.35M Buy
163,988
+157,260
+2,337% +$2.03M 0.46% 42
2021
Q2 		$81K Buy
6,728
+1
+0% +$12 0.02% 153
2021
Q1 		$67K Hold
6,727
– – 0.01% 168
2020
Q4 		$49K Hold
6,727
– – 0.01% 183
2020
Q3 		$29K Hold
6,727
– – 0.01% 235
2020
Q2 		$33K Hold
6,727
– – 0.01% 308
2020
Q1 		$29K Hold
6,727
– – 0.01% 285
2019
Q4 		$91K Hold
6,727
– – 0.02% 200
2019
Q3 		$60K Hold
6,727
– – 0.01% 234
2019
Q2 		$61K Buy
6,727
+4,408
+190% +$37.1K 0.01% 239
2019
Q1 		$19K Hold
2,319
– – ﹤0.01% 338
2018
Q4 		$19K Buy
+2,319
New +$21.9K 0.01% 333

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

Edge Wealth Management's NMRK Position: Q2 2026 in Review

Edge Wealth Management increased its Newmark Group (NMRK) stake by 0.01% in Q2 2026, buying an estimated $153 and bringing the position to 167,563 shares worth $2.53M. The position accounts for 0.43% of the portfolio, ranked #30.

Edge Wealth Management first reported a position in NMRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.07M in Q4 2021. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Edge Wealth Management held 167,563 shares of Newmark Group worth $2.53M as of Q2 2026.
  • Edge Wealth Management bought 10 Newmark Group shares in Q2 2026, an estimated $153.
  • Newmark Group made up 0.43% of Edge Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Edge Wealth Management first reported a position in Newmark Group in Q4 2018 and has held it in 31 quarters since.
  • Edge Wealth Management's Newmark Group position peaked at $3.07M in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.