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KDK Private Wealth Management’s Newmark Group NMRK Stock Holding History

KDK Private 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 		$504K Sell
33,355
-26,645
-44% -$407K 0.42% 38
2026
Q1 		$899K Hold
60,000
– – 0.82% 24
2025
Q4 		$1.04M Hold
60,000
– – 0.91% 21
2025
Q3 		$1.12M Hold
60,000
– – 1.13% 17
2025
Q2 		$729K Hold
60,000
– – 0.78% 25
2025
Q1 		$730K Hold
60,000
– – 0.83% 23
2024
Q4 		$769K Buy
+60,000
New +$887K 0.8% 25

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

KDK Private Wealth Management's NMRK Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Newmark Group (NMRK) stake by 44% in Q2 2026, selling an estimated $407K and leaving 33,355 shares worth $504K. The position accounts for 0.42% of the portfolio, ranked #38.

KDK Private Wealth Management first reported a position in NMRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • KDK Private Wealth Management held 33,355 shares of Newmark Group worth $504K as of Q2 2026.
  • KDK Private Wealth Management sold 26,645 Newmark Group shares in Q2 2026, an estimated $407K.
  • Newmark Group made up 0.42% of KDK Private Wealth Management's portfolio in Q2 2026, its #38 holding.
  • KDK Private Wealth Management first reported a position in Newmark Group in Q4 2024 and has held it in 7 quarters since.
  • KDK Private Wealth Management's Newmark Group position peaked at $1.12M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

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