MSWM
VMRK

Mowery & Schoenfeld Wealth Management’s Vivmark Residential VMRK Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-32
Closed -$2.02K – 402
2025
Q4 		$2.02K Buy
+32
New +$1.96K ﹤0.01% 398

Other funds holding VMRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VMRK Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Vivmark Residential (VMRK) in Q1 2026, closing a stake of 32 shares — an estimated $2.02K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VMRK in Q4 2025 and held it in 1 quarter. The position peaked at $2.02K in Q4 2025. 705 funds tracked by Wall St. Rank hold VMRK as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Vivmark Residential position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 32 Vivmark Residential shares in Q1 2026, an estimated $2.02K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vivmark Residential in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Vivmark Residential position peaked at $2.02K in Q4 2025.
  • 705 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.