Elevation Wealth Partners’s Vivmark Residential VMRK Stock Holding History

Elevation Wealth 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	$121K	Buy	1,774 +20	+1%	+$1.29K	0.04%	174
2026 Q1	$104K	Buy	1,754 +46	+3%	+$2.84K	0.04%	163
2025 Q4	$108K	Buy	1,708 +19	+1%	+$1.17K	0.04%	164
2025 Q3	$109K	Hold	1,689	–	–	0.04%	164
2025 Q2	$114K	Hold	1,689	–	–	0.05%	161
2025 Q1	$121K	Hold	1,689	–	–	0.05%	146
2024 Q4	$121K	Hold	1,689	–	–	0.05%	147
2024 Q3	$126K	Hold	1,689	–	–	0.05%	143
2024 Q2	$117K	Hold	1,689	–	–	0.06%	142
2024 Q1	$107K	Buy	+1,689	New	+$103K	0.05%	153

Other funds holding VMRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elevation Wealth Partners's VMRK Position: Q2 2026 in Review

Elevation Wealth Partners increased its Vivmark Residential (VMRK) stake by 1.1% in Q2 2026, buying an estimated $1.29K and bringing the position to 1,774 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #174.

Elevation Wealth Partners first reported a position in VMRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $126K in Q3 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Elevation Wealth Partners held 1,774 shares of Vivmark Residential worth $121K as of Q2 2026.
Elevation Wealth Partners bought 20 Vivmark Residential shares in Q2 2026, an estimated $1.29K.
Vivmark Residential made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #174 holding.
Elevation Wealth Partners first reported a position in Vivmark Residential in Q1 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's Vivmark Residential position peaked at $126K in Q3 2024.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.