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Rothschild Investment LLC’s Newmark Group NMRK Stock Holding History

Rothschild Investment LLC’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 		$6.6K Buy
437
+93
+27% +$1.42K ﹤0.01% 2124
2026
Q1 		$5.16K Buy
344
+36
+12% +$568 ﹤0.01% 2040
2025
Q4 		$5.34K Buy
308
+10
+3% +$175 ﹤0.01% 1842
2025
Q3 		$5.56K Sell
298
-62
-17% -$1.01K ﹤0.01% 1664
2025
Q2 		$4.37K Buy
360
+120
+50% +$1.34K ﹤0.01% 1582
2025
Q1 		$2.92K Buy
240
+80
+50% +$1.07K ﹤0.01% 1687
2024
Q4 		$2.05K Buy
160
+35
+28% +$517 ﹤0.01% 1784
2024
Q3 		$1.94K Buy
125
+65
+108% +$843 ﹤0.01% 1740
2024
Q2 		$614 Buy
60
+50
+500% +$509 ﹤0.01% 1889
2024
Q1 		$111 Buy
+10
New +$105 ﹤0.01% 2165
2020
Q2 		– Sell
-105,250
Closed -$447K – 439
2020
Q1 		$447K Sell
105,250
-2,145
-2% -$21K 0.06% 255
2019
Q4 		$1.45M Buy
+107,395
New +$1.25M 0.14% 152

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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Rothschild Investment LLC's NMRK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Newmark Group (NMRK) stake by 27% in Q2 2026, buying an estimated $1.42K and bringing the position to 437 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Rothschild Investment LLC first reported a position in NMRK in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.45M in Q4 2019. 289 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Rothschild Investment LLC held 437 shares of Newmark Group worth $6.6K as of Q2 2026.
  • Rothschild Investment LLC bought 93 Newmark Group shares in Q2 2026, an estimated $1.42K.
  • Newmark Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2124 holding.
  • Rothschild Investment LLC first reported a position in Newmark Group in Q4 2019 and has held it in 12 quarters since.
  • Rothschild Investment LLC's Newmark Group position peaked at $1.45M in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.