Jamison Private Wealth Management’s Vivmark Residential VMRK Stock Holding History

Jamison Private Wealth Management’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	$984K	Sell	14,488 -443	-3%	-$28.7K	0.1%	123
2026 Q1	$883K	Buy	14,931 +78	+0.5%	+$4.81K	0.11%	122
2025 Q4	$936K	Sell	14,853 -323	-2%	-$19.8K	0.11%	119
2025 Q3	$982K	Buy	15,176 +160	+1%	+$10.5K	0.12%	113
2025 Q2	$1.01M	Buy	15,016 +87	+0.6%	+$5.98K	0.15%	105
2025 Q1	$1.07M	Sell	14,929 -605	-4%	-$42.7K	0.16%	103
2024 Q4	$1.11M	Buy	15,534 +15	+0.1%	+$1.1K	0.16%	104
2024 Q3	$1.16M	Sell	15,519 -8	-0.1%	-$578	0.18%	99
2024 Q2	$1.08M	Buy	15,527 +434	+3%	+$28.2K	0.18%	96
2024 Q1	$953K	Sell	15,093 -244	-2%	-$14.9K	0.16%	101
2023 Q4	$938K	Sell	15,337 -1,156	-7%	-$66.9K	0.18%	99
2023 Q3	$968K	Buy	+16,493	New	+$1.07M	0.2%	94

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

Jamison Private Wealth Management's VMRK Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Vivmark Residential (VMRK) stake by 3% in Q2 2026, selling an estimated $28.7K and leaving 14,488 shares worth $984K. The position accounts for 0.1% of the portfolio, ranked #123.

Jamison Private Wealth Management first reported a position in VMRK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Jamison Private Wealth Management held 14,488 shares of Vivmark Residential worth $984K as of Q2 2026.
Jamison Private Wealth Management sold 443 Vivmark Residential shares in Q2 2026, an estimated $28.7K.
Vivmark Residential made up 0.1% of Jamison Private Wealth Management's portfolio in Q2 2026, its #123 holding.
Jamison Private Wealth Management first reported a position in Vivmark Residential in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Vivmark Residential position peaked at $1.16M in Q3 2024.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.