NewEdge Advisors’s TORM TRMD Stock Holding History

NewEdge Advisors’s Portfolio TRMD Stock Details TRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$514K	Sell	18,435 -25	-0.1%	-$636	﹤0.01%	1968
2025 Q4	$361K	Buy	18,460 +351	+2%	+$7.41K	﹤0.01%	2185
2025 Q3	$373K	Buy	18,109 +459	+3%	+$9.24K	﹤0.01%	2023
2025 Q2	$294K	Buy	17,650 +910	+5%	+$15.2K	﹤0.01%	2032
2025 Q1	$276K	Buy	16,740 +4,776	+40%	+$92.4K	﹤0.01%	1951
2024 Q4	$233K	Buy	11,964 +1,685	+16%	+$41.1K	﹤0.01%	2010
2024 Q3	$351K	Sell	10,279 -6,456	-39%	-$237K	﹤0.01%	1703
2024 Q2	$649K	Buy	16,735 +368	+2%	+$13.2K	﹤0.01%	1266
2024 Q1	$572K	Sell	16,367 -9,345	-36%	-$318K	0.01%	1263
2023 Q4	$863K	Sell	25,712 -658	-2%	-$19.4K	0.01%	1008
2023 Q3	$726K	Buy	+26,370	New	+$670K	0.01%	1009

Other funds holding TRMD

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM