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JPL Wealth Management’s Newmark Group NMRK Stock Holding History

JPL Wealth Management’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 		– Sell
-65
Closed -$975 – 1945
2026
Q1 		$975 Buy
+65
New +$1.02K ﹤0.01% 1234
2025
Q4 		– Sell
-65
Closed -$1.21K – 772
2025
Q3 		$1.21K Buy
+65
New +$1.05K ﹤0.01% 967

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

JPL Wealth Management's NMRK Position: Q2 2026 in Review

JPL Wealth Management sold out of Newmark Group (NMRK) in Q2 2026, closing a stake of 65 shares — an estimated $975 sold.

JPL Wealth Management first reported a position in NMRK in Q3 2025 and held it in 2 quarters. The position peaked at $1.21K in Q3 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • JPL Wealth Management reported no remaining Newmark Group position as of Q2 2026 after selling out during the quarter.
  • JPL Wealth Management sold 65 Newmark Group shares in Q2 2026, an estimated $975.
  • JPL Wealth Management first reported a position in Newmark Group in Q3 2025 and held it in 2 quarters.
  • JPL Wealth Management's Newmark Group position peaked at $1.21K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.