Lido Advisors’s Newmark Group NMRK Stock Holding History

Lido 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 Q1	–	Sell	-64,089	Closed	-$1.2M	–	2075
2025 Q4	$1.2M	Hold	64,089	–	–	﹤0.01%	934
2025 Q3	$1.2M	Sell	64,089 -29,984	-32%	-$487K	﹤0.01%	884
2025 Q2	$1.14M	Hold	94,073	–	–	﹤0.01%	791
2025 Q1	$1.14M	Buy	+94,073	New	+$1.26M	0.01%	720

Other funds holding NMRK

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lido Advisors's NMRK Position: Q1 2026 in Review

Lido Advisors sold out of Newmark Group (NMRK) in Q1 2026, closing a stake of 64,089 shares — an estimated $1.2M sold.

Lido Advisors first reported a position in NMRK in Q1 2025 and held it in 4 quarters. The position peaked at $1.2M in Q4 2025. 309 funds tracked by Wall St. Rank hold NMRK as of Q1 2026.

Lido Advisors reported no remaining Newmark Group position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 64,089 Newmark Group shares in Q1 2026, an estimated $1.2M.
Lido Advisors first reported a position in Newmark Group in Q1 2025 and held it in 4 quarters.
Lido Advisors's Newmark Group position peaked at $1.2M in Q4 2025.
309 funds tracked by Wall St. Rank held Newmark Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.