NewEdge Advisors’s Dominari Holdings DOMH Stock Holding History

NewEdge Advisors’s Portfolio DOMH Stock Details DOMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,000	Closed	-$442	–	4212
2025 Q4	$442	Buy	+10,000	New	+$51.1K	﹤0.01%	4077

Other funds holding DOMH

CDMG

Creek Drive Management Group San Francisco, California $439M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's DOMH Position: Q1 2026 in Review

NewEdge Advisors sold out of Dominari Holdings (DOMH) in Q1 2026, closing a stake of 10,000 shares — an estimated $442 sold.

NewEdge Advisors first reported a position in DOMH in Q4 2025 and held it in 1 quarter. The position peaked at $442 in Q4 2025. 30 funds tracked by Wall St. Rank hold DOMH as of Q1 2026.

NewEdge Advisors reported no remaining Dominari Holdings position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 10,000 Dominari Holdings shares in Q1 2026, an estimated $442.
NewEdge Advisors first reported a position in Dominari Holdings in Q4 2025 and held it in 1 quarter.
NewEdge Advisors's Dominari Holdings position peaked at $442 in Q4 2025.
30 funds tracked by Wall St. Rank held Dominari Holdings as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.