Nvest Wealth Strategies’s Vivmark Residential VMRK Stock Holding History

Nvest Wealth Strategies’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 Q2	$816	Hold	12	–	–	﹤0.01%	235
2026 Q1	$710	Buy	+12	New	+$740	﹤0.01%	243

Other funds holding VMRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nvest Wealth Strategies's VMRK Position: Q2 2026 in Review

Nvest Wealth Strategies held its Vivmark Residential (VMRK) position steady in Q2 2026 at 12 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Nvest Wealth Strategies first reported a position in VMRK in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold VMRK as of Q2 2026.

Nvest Wealth Strategies held 12 shares of Vivmark Residential worth $816 as of Q2 2026.
Nvest Wealth Strategies left its Vivmark Residential share count unchanged in Q2 2026.
Vivmark Residential made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #235 holding.
Nvest Wealth Strategies first reported a position in Vivmark Residential in Q1 2026 and has held it in 2 quarters since.
707 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.