Moran Wealth Management’s Vivmark Residential VMRK Stock Holding History

Moran 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	$1.08M	Sell	15,907 -101	-0.6%	-$6.54K	0.03%	380
2026 Q1	$947K	Sell	16,008 -4,120	-20%	-$254K	0.03%	375
2025 Q4	$1.27M	Buy	20,128 +1,654	+9%	+$101K	0.04%	334
2025 Q3	$1.2M	Sell	18,474 -64	-0.3%	-$4.18K	0.04%	326
2025 Q2	$1.25M	Buy	18,538 +42	+0.2%	+$2.89K	0.04%	313
2025 Q1	$1.32M	Sell	18,496 -18	-0.1%	-$1.27K	0.04%	293
2024 Q4	$1.33M	Sell	18,514 -46	-0.2%	-$3.38K	0.04%	273
2024 Q3	$1.38M	Buy	18,560 +107	+0.6%	+$7.73K	0.04%	284
2024 Q2	$1.28M	Sell	18,453 -682	-4%	-$44.4K	0.04%	275
2024 Q1	$1.21M	Buy	19,135 +868	+5%	+$52.8K	0.04%	281
2023 Q4	$1.12M	Sell	18,267 -1,166	-6%	-$67.5K	0.04%	296
2023 Q3	$1.14M	Buy	+19,433	New	+$1.26M	0.04%	255

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

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

Moran Wealth Management reduced its Vivmark Residential (VMRK) stake by 0.63% in Q2 2026, selling an estimated $6.54K and leaving 15,907 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #380.

Moran Wealth Management first reported a position in VMRK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q3 2024. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Moran Wealth Management held 15,907 shares of Vivmark Residential worth $1.08M as of Q2 2026.
Moran Wealth Management sold 101 Vivmark Residential shares in Q2 2026, an estimated $6.54K.
Vivmark Residential made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #380 holding.
Moran Wealth Management first reported a position in Vivmark Residential in Q3 2023 and has held it in 12 quarters since.
Moran Wealth Management's Vivmark Residential position peaked at $1.38M in Q3 2024.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.