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EverSource Wealth Advisors’s Newmark Group NMRK Stock Holding History

EverSource Wealth Advisors’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 		$22.8K Buy
1,506
+32
+2% +$489 ﹤0.01% 2341
2026
Q1 		$22.1K Buy
1,474
+273
+23% +$4.3K ﹤0.01% 2443
2025
Q4 		$20.8K Buy
1,201
+30
+3% +$526 ﹤0.01% 2356
2025
Q3 		$21.8K Sell
1,171
-56
-5% -$909 ﹤0.01% 2303
2025
Q2 		$14.9K Buy
1,227
+820
+201% +$9.17K ﹤0.01% 2528
2025
Q1 		$4.95K Buy
407
+60
+17% +$800 ﹤0.01% 2496
2024
Q4 		$4.45K Buy
347
+95
+38% +$1.4K ﹤0.01% 2406
2024
Q3 		$3.91K Hold
252
– – ﹤0.01% 2326
2024
Q2 		$3.27K Buy
252
+16
+7% +$163 ﹤0.01% 2371
2024
Q1 		$2.26K Buy
236
+21
+10% +$220 ﹤0.01% 2337
2023
Q4 		$2.36K Buy
215
+210
+4,200% +$1.59K ﹤0.01% 2123
2023
Q3 		$32 Hold
5
– – ﹤0.01% 2477
2023
Q2 		$31 Hold
5
– – ﹤0.01% 2471
2023
Q1 		$35 Buy
+5
New +$40 ﹤0.01% 2357

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

EverSource Wealth Advisors's NMRK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Newmark Group (NMRK) stake by 2.2% in Q2 2026, buying an estimated $489 and bringing the position to 1,506 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

EverSource Wealth Advisors first reported a position in NMRK in Q1 2023 and has held it in 14 quarters since. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • EverSource Wealth Advisors held 1,506 shares of Newmark Group worth $22.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 32 Newmark Group shares in Q2 2026, an estimated $489.
  • Newmark Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2341 holding.
  • EverSource Wealth Advisors first reported a position in Newmark Group in Q1 2023 and has held it in 14 quarters since.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.