EPW
NMAX

Evergreen Private Wealth’s Newsmax Inc NMAX Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-1,348
Closed -$16.7K – 238
2025
Q3 		$16.7K Buy
+1,348
New +$18.2K 0.01% 143

Other funds holding NMAX

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Evergreen Private Wealth's NMAX Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Newsmax Inc (NMAX) in Q4 2025, closing a stake of 1,348 shares — an estimated $16.7K sold.

Evergreen Private Wealth first reported a position in NMAX in Q3 2025 and held it in 1 quarter. The position peaked at $16.7K in Q3 2025. 198 funds tracked by Wall St. Rank hold NMAX as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Newsmax Inc position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,348 Newsmax Inc shares in Q4 2025, an estimated $16.7K.
  • Evergreen Private Wealth first reported a position in Newsmax Inc in Q3 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Newsmax Inc position peaked at $16.7K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Newsmax Inc as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.