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Robertson Stephens Wealth Management’s Newmark Group NMRK Stock Holding History

Robertson Stephens Wealth Management’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
2026
Q2 		$3.54M Sell
234,019
-30,650
-12% -$468K 0.09% 158
2026
Q1 		$3.97M Sell
264,669
-132,739
-33% -$2.09M 0.11% 141
2025
Q4 		$6.89M Buy
397,408
+73,239
+23% +$1.28M 0.18% 101
2025
Q3 		$6.05M Sell
324,169
-2,555
-0.8% -$41.5K 0.18% 91
2025
Q2 		$3.97M Buy
326,724
+2,516
+0.8% +$28.1K 0.13% 124
2025
Q1 		$3.95M Buy
324,208
+5,023
+2% +$67K 0.14% 127
2024
Q4 		$4.09M Buy
319,185
+5,186
+2% +$76.6K 0.14% 128
2024
Q3 		$4.88M Buy
313,999
+5,978
+2% +$77.6K 0.18% 115
2024
Q2 		$3.15M Buy
308,021
+16,761
+6% +$171K 0.16% 115
2024
Q1 		$3.23M Buy
291,260
+4,726
+2% +$49.4K 0.17% 108
2023
Q4 		$3.14M Buy
286,534
+404
+0.1% +$3.05K 0.19% 98
2023
Q3 		$1.84M Buy
286,130
+20,879
+8% +$145K 0.12% 148
2023
Q2 		$1.65M Buy
265,251
+31,795
+14% +$196K 0.12% 149
2023
Q1 		$1.65M Buy
233,456
+4,266
+2% +$34.2K 0.13% 147
2022
Q4 		$1.83M Buy
229,190
+12,587
+6% +$105K 0.18% 116
2022
Q3 		$1.75M Buy
216,603
+4,871
+2% +$50.2K 0.18% 105
2022
Q2 		$2.05M Sell
211,732
-340
-0.2% -$3.94K 0.19% 102
2022
Q1 		$3.38M Buy
212,072
+8,078
+4% +$132K 0.28% 75
2021
Q4 		$3.81M Sell
203,994
-10,257
-5% -$164K 0.32% 70
2021
Q3 		$3.06M Buy
214,251
+6,388
+3% +$82.3K 0.35% 57
2021
Q2 		$2.5M Sell
207,863
-59,833
-22% -$717K 0.3% 61
2021
Q1 		$2.68M Buy
267,696
+90
+0% +$806 0.43% 49
2020
Q4 		$1.95M Buy
267,606
+45,234
+20% +$280K 0.41% 50
2020
Q3 		$960K Buy
222,372
+13,149
+6% +$56.9K 0.24% 82
2020
Q2 		$1.02M Sell
209,223
-50,056
-19% -$210K 0.29% 67
2020
Q1 		$1.1M Buy
+259,279
New +$2.54M 0.38% 59

Other funds holding NMRK

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Robertson Stephens Wealth Management's NMRK Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Newmark Group (NMRK) stake by 12% in Q2 2026, selling an estimated $468K and leaving 234,019 shares worth $3.54M. The position accounts for 0.09% of the portfolio, ranked #158.

Robertson Stephens Wealth Management first reported a position in NMRK in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.89M in Q4 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Robertson Stephens Wealth Management held 234,019 shares of Newmark Group worth $3.54M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 30,650 Newmark Group shares in Q2 2026, an estimated $468K.
  • Newmark Group made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Robertson Stephens Wealth Management first reported a position in Newmark Group in Q1 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's Newmark Group position peaked at $6.89M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.