Wealth Enhancement Advisory Services
NMRK icon

Wealth Enhancement Advisory Services’s Newmark Group NMRK Stock Holding History

Wealth Enhancement Advisory Services’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 		$478K Buy
31,479
+3,037
+11% +$46.4K ﹤0.01% 2731
2026
Q1 		$416K Sell
28,442
-10,913
-28% -$172K ﹤0.01% 2479
2025
Q4 		$692K Sell
39,355
-344
-0.9% -$6.03K ﹤0.01% 2232
2025
Q3 		$686K Buy
39,699
+1,256
+3% +$20.4K ﹤0.01% 2119
2025
Q2 		$481K Buy
38,443
+4,859
+14% +$54.4K ﹤0.01% 2256
2025
Q1 		$409K Buy
33,584
+778
+2% +$10.4K ﹤0.01% 2189
2024
Q4 		$420K Buy
32,806
+1,286
+4% +$19K ﹤0.01% 2116
2024
Q3 		$490K Sell
31,520
-1,174
-4% -$15.2K ﹤0.01% 1846
2024
Q2 		$334K Buy
32,694
+686
+2% +$6.99K ﹤0.01% 1907
2024
Q1 		$355K Buy
32,008
+253
+0.8% +$2.65K ﹤0.01% 1810
2023
Q4 		$348K Buy
31,755
+4,896
+18% +$37K ﹤0.01% 1720
2023
Q3 		$173K Buy
+26,859
New +$186K ﹤0.01% 2029

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

Wealth Enhancement Advisory Services's NMRK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Newmark Group (NMRK) stake by 11% in Q2 2026, buying an estimated $46.4K and bringing the position to 31,479 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Wealth Enhancement Advisory Services first reported a position in NMRK in Q3 2023 and has held it in 12 quarters since. The position peaked at $692K in Q4 2025. 315 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 31,479 shares of Newmark Group worth $478K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,037 Newmark Group shares in Q2 2026, an estimated $46.4K.
  • Newmark Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2731 holding.
  • Wealth Enhancement Advisory Services first reported a position in Newmark Group in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Newmark Group position peaked at $692K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.