EP
VMRK

Edgestream Partners’s Vivmark Residential VMRK Stock Holding History

Edgestream Partners’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Sell
31,957
-83,137
-72% -$5.38M 0.06% 495
2026
Q1 		$6.81M Sell
115,094
-11,669
-9% -$720K 0.22% 138
2025
Q4 		$7.99M Buy
126,763
+99,908
+372% +$6.13M 0.22% 115
2025
Q3 		$1.74M Buy
+26,855
New +$1.76M 0.05% 559
2024
Q4 		– Sell
-35,781
Closed -$2.66M – 918
2024
Q3 		$2.66M Buy
35,781
+7,793
+28% +$563K 0.12% 316
2024
Q2 		$1.94M Buy
+27,988
New +$1.82M 0.09% 345
2024
Q1 		– Sell
-62,446
Closed -$3.82M – 870
2023
Q4 		$3.82M Buy
+62,446
New +$3.61M 0.27% 74
2023
Q3 		– Sell
-11,238
Closed -$741K – 854
2023
Q2 		$741K Buy
+11,238
New +$702K 0.07% 431
2023
Q1 		– Sell
-4,225
Closed -$249K – 580
2022
Q4 		$249K Buy
+4,225
New +$264K 0.03% 458
2021
Q3 		– Sell
-6,689
Closed -$515K – 519
2021
Q2 		$515K Buy
+6,689
New +$506K 0.03% 352
2020
Q4 		– Sell
-33,323
Closed -$1.71M – 374
2020
Q3 		$1.71M Sell
33,323
-13,968
-30% -$773K 0.11% 195
2020
Q2 		$2.78M Buy
47,291
+29,436
+165% +$1.82M 0.15% 169
2020
Q1 		$1.1M Buy
17,855
+4,918
+38% +$380K 0.1% 194
2019
Q4 		$1.05M Buy
+12,937
New +$1.1M 0.05% 227

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgestream Partners's VMRK Position: Q2 2026 in Review

Edgestream Partners reduced its Vivmark Residential (VMRK) stake by 72% in Q2 2026, selling an estimated $5.38M and leaving 31,957 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #495.

Edgestream Partners first reported a position in VMRK in Q4 2019 and has held it in 14 quarters since. The position peaked at $7.99M in Q4 2025. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Edgestream Partners held 31,957 shares of Vivmark Residential worth $2.17M as of Q2 2026.
  • Edgestream Partners sold 83,137 Vivmark Residential shares in Q2 2026, an estimated $5.38M.
  • Vivmark Residential made up 0.06% of Edgestream Partners's portfolio in Q2 2026, its #495 holding.
  • Edgestream Partners first reported a position in Vivmark Residential in Q4 2019 and has held it in 14 quarters since.
  • Edgestream Partners's Vivmark Residential position peaked at $7.99M in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.