EP Wealth Advisors’s Newsmax Inc NMAX Stock Holding History

EP Wealth Advisors’s Portfolio NMAX Stock Details NMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144K	Buy	17,344 +2,790	+19%	+$20K	﹤0.01%	1599
2026 Q1	$76K	Buy	+14,554	New	+$98.2K	﹤0.01%	1472

Other funds holding NMAX

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EP Wealth Advisors's NMAX Position: Q2 2026 in Review

EP Wealth Advisors increased its Newsmax Inc (NMAX) stake by 19% in Q2 2026, buying an estimated $20K and bringing the position to 17,344 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

EP Wealth Advisors first reported a position in NMAX in Q1 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold NMAX as of Q2 2026.

EP Wealth Advisors held 17,344 shares of Newsmax Inc worth $144K as of Q2 2026.
EP Wealth Advisors bought 2,790 Newsmax Inc shares in Q2 2026, an estimated $20K.
Newsmax Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1599 holding.
EP Wealth Advisors first reported a position in Newsmax Inc in Q1 2026 and has held it in 2 quarters since.
232 funds tracked by Wall St. Rank held Newsmax Inc as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.