MBFW
NMAX

Morton Brown Family Wealth’s Newsmax Inc NMAX Stock Holding History

Morton Brown Family Wealth’s Portfolio NMAX Stock Details NMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$331 Hold
40
– – ﹤0.01% 405
2026
Q1 		$209 Hold
40
– – ﹤0.01% 283
2025
Q4 		$309 Hold
40
– – ﹤0.01% 286
2025
Q3 		$496 Hold
40
– – ﹤0.01% 254
2025
Q2 		$605 Buy
+40
New +$1.05K ﹤0.01% 292

Other funds holding NMAX

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morton Brown Family Wealth's NMAX Position: Q2 2026 in Review

Morton Brown Family Wealth held its Newsmax Inc (NMAX) position steady in Q2 2026 at 40 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Morton Brown Family Wealth first reported a position in NMAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $605 in Q2 2025. 232 funds tracked by Wall St. Rank hold NMAX as of Q2 2026.

  • Morton Brown Family Wealth held 40 shares of Newsmax Inc worth $331 as of Q2 2026.
  • Morton Brown Family Wealth left its Newsmax Inc share count unchanged in Q2 2026.
  • Newsmax Inc made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #405 holding.
  • Morton Brown Family Wealth first reported a position in Newsmax Inc in Q2 2025 and has held it in 5 quarters since.
  • Morton Brown Family Wealth's Newsmax Inc position peaked at $605 in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Newsmax Inc as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.