NW
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NewEdge Wealth’s New Mountain Finance NMFC Stock Holding History

NewEdge Wealth’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Hold
30,357
– – ﹤0.01% 1036
2025
Q4 		$280K Buy
30,357
+357
+1% +$3.37K ﹤0.01% 1049
2025
Q3 		$290K Hold
30,000
– – ﹤0.01% 884
2025
Q2 		$306K Hold
30,000
– – ﹤0.01% 828
2025
Q1 		$331K Hold
30,000
– – 0.01% 748
2024
Q4 		$338K Hold
30,000
– – 0.01% 730
2024
Q3 		$359K Hold
30,000
– – 0.01% 683
2024
Q2 		$367K Hold
30,000
– – 0.01% 606
2024
Q1 		$379K Hold
30,000
– – 0.01% 618
2023
Q4 		$382K Buy
+30,000
New +$382K 0.01% 561

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