SOA Wealth Advisors’s Navios Maritime Partners NMM Stock Holding History

SOA Wealth Advisors’s Portfolio NMM Stock Details NMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$358K	Hold	5,116	–	–	0.06%	154
2026 Q1	$345K	Hold	5,116	–	–	0.07%	146
2025 Q4	$268K	Hold	5,116	–	–	0.05%	171
2025 Q3	$230K	Hold	5,116	–	–	0.04%	190
2025 Q2	$193K	Hold	5,116	–	–	0.04%	200
2025 Q1	$201K	Hold	5,116	–	–	0.04%	188
2024 Q4	$221K	Hold	5,116	–	–	0.04%	172
2024 Q3	$320K	Sell	5,116 -1,924	-27%	-$98.9K	0.06%	141
2024 Q2	$359K	Hold	7,040	–	–	0.07%	129
2024 Q1	$300K	Hold	7,040	–	–	0.06%	143
2023 Q4	$197K	Hold	7,040	–	–	0.04%	176
2023 Q3	$163K	Hold	7,040	–	–	0.04%	187
2023 Q2	$154K	Hold	7,040	–	–	0.04%	188
2023 Q1	$170K	Hold	7,040	–	–	0.04%	170
2022 Q4	$183K	Buy	7,040 +1,040	+17%	+$26.5K	0.05%	155
2022 Q3	$147K	Buy	6,000 +4,463	+290%	+$115K	0.04%	169
2022 Q2	$35K	Hold	1,537	–	–	0.01%	302
2022 Q1	$54K	Hold	1,537	–	–	0.01%	301
2021 Q4	$37K	Buy	1,537 +777	+102%	+$21.6K	0.01%	344
2021 Q3	$24K	Buy	+760	New	+$20K	0.01%	421

Other funds holding NMM

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SOA Wealth Advisors's NMM Position: Q2 2026 in Review

SOA Wealth Advisors held its Navios Maritime Partners (NMM) position steady in Q2 2026 at 5,116 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #154.

SOA Wealth Advisors first reported a position in NMM in Q3 2021 and has held it in 20 quarters since. The position peaked at $359K in Q2 2024. 16 funds tracked by Wall St. Rank hold NMM as of Q2 2026.

SOA Wealth Advisors held 5,116 shares of Navios Maritime Partners worth $358K as of Q2 2026.
SOA Wealth Advisors left its Navios Maritime Partners share count unchanged in Q2 2026.
Navios Maritime Partners made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #154 holding.
SOA Wealth Advisors first reported a position in Navios Maritime Partners in Q3 2021 and has held it in 20 quarters since.
SOA Wealth Advisors's Navios Maritime Partners position peaked at $359K in Q2 2024.
16 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.