Orion Portfolio Solutions’s Newmark Group NMRK Stock Holding History

Orion Portfolio Solutions’s Portfolio NMRK Stock Details NMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.7M	Buy	139,376 +10,811	+8%	+$144K	0.02%	797
2024 Q4	$1.65M	Sell	128,565 -8,793	-6%	-$130K	0.02%	793
2024 Q3	$2.13M	Buy	137,358 +45,426	+49%	+$589K	0.02%	660
2024 Q2	$940K	Buy	91,932 +8,432	+10%	+$85.9K	0.01%	1024
2024 Q1	$926K	Sell	83,500 -5,918	-7%	-$61.9K	0.01%	1019
2023 Q4	$922K	Sell	89,418 -10,508	-11%	-$79.4K	0.01%	985
2023 Q3	$643K	Sell	99,926 -1,435	-1%	-$9.94K	0.01%	1108
2023 Q2	$630K	Buy	101,361 +12,963	+15%	+$79.9K	0.01%	1127
2023 Q1	$626K	Buy	+88,398	New	+$708K	0.01%	1061
2020 Q1	–	Sell	-95	Closed	-$1K	–	2163
2019 Q4	$1K	Buy	+95	New	+$1.11K	﹤0.01%	1692

Other funds holding NMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orion Portfolio Solutions's NMRK Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Newmark Group (NMRK) stake by 8.4% in Q1 2025, buying an estimated $144K and bringing the position to 139,376 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #797.

Orion Portfolio Solutions first reported a position in NMRK in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.13M in Q3 2024. 295 funds tracked by Wall St. Rank hold NMRK as of Q1 2025.

Orion Portfolio Solutions held 139,376 shares of Newmark Group worth $1.7M as of Q1 2025.
Orion Portfolio Solutions bought 10,811 Newmark Group shares in Q1 2025, an estimated $144K.
Newmark Group made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #797 holding.
Orion Portfolio Solutions first reported a position in Newmark Group in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Newmark Group position peaked at $2.13M in Q3 2024.
295 funds tracked by Wall St. Rank held Newmark Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.