MWM
VMRK

Mission Wealth Management’s Vivmark Residential VMRK Stock Holding History

Mission 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 		$255K Buy
3,759
+70
+2% +$4.53K ﹤0.01% 936
2026
Q1 		$218K Sell
3,689
-12
-0.3% -$740 ﹤0.01% 686
2025
Q4 		$233K Sell
3,701
-696
-16% -$42.7K ﹤0.01% 656
2025
Q3 		$285K Sell
4,397
-68
-2% -$4.45K 0.01% 605
2025
Q2 		$301K Sell
4,465
-10
-0.2% -$687 0.01% 580
2025
Q1 		$320K Hold
4,475
– – 0.01% 546
2024
Q4 		$321K Buy
+4,475
New +$329K 0.01% 539

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mission Wealth Management's VMRK Position: Q2 2026 in Review

Mission Wealth Management increased its Vivmark Residential (VMRK) stake by 1.9% in Q2 2026, buying an estimated $4.53K and bringing the position to 3,759 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Mission Wealth Management first reported a position in VMRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $321K in Q4 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

  • Mission Wealth Management held 3,759 shares of Vivmark Residential worth $255K as of Q2 2026.
  • Mission Wealth Management bought 70 Vivmark Residential shares in Q2 2026, an estimated $4.53K.
  • Vivmark Residential made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #936 holding.
  • Mission Wealth Management first reported a position in Vivmark Residential in Q4 2024 and has held it in 7 quarters since.
  • Mission Wealth Management's Vivmark Residential position peaked at $321K in Q4 2024.
  • 707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.