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True Wealth Design’s Newmark Group NMRK Stock Holding History

True Wealth Design’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 		$303 Hold
20
– – ﹤0.01% 2354
2026
Q1 		$300 Hold
20
– – ﹤0.01% 2217
2025
Q4 		$347 Sell
20
-4
-17% -$70 ﹤0.01% 2076
2025
Q3 		$448 Sell
24
-4
-14% -$65 ﹤0.01% 2047
2025
Q2 		$341 Sell
28
-54
-66% -$604 ﹤0.01% 1881
2025
Q1 		$998 Buy
+82
New +$1.09K ﹤0.01% 1268

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

True Wealth Design's NMRK Position: Q2 2026 in Review

True Wealth Design held its Newmark Group (NMRK) position steady in Q2 2026 at 20 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

True Wealth Design first reported a position in NMRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $998 in Q1 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • True Wealth Design held 20 shares of Newmark Group worth $303 as of Q2 2026.
  • True Wealth Design left its Newmark Group share count unchanged in Q2 2026.
  • Newmark Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2354 holding.
  • True Wealth Design first reported a position in Newmark Group in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Newmark Group position peaked at $998 in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.