Wealthedge Investment Advisors’s New Mountain Finance NMFC Stock Holding History

Wealthedge Investment Advisors’s Portfolio NMFC Stock Details NMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113K	Buy	15,817 +3,117	+25%	+$24.8K	0.04%	142
2026 Q1	$98.6K	Sell	12,700 -7,777	-38%	-$64.9K	0.04%	141
2025 Q4	$189K	Sell	20,477 -75,741	-79%	-$714K	0.07%	129
2025 Q3	$928K	Sell	96,218 -43,675	-31%	-$453K	0.35%	77
2025 Q2	$1.48M	Sell	139,893 -12,985	-8%	-$134K	0.61%	47
2025 Q1	$1.69M	Buy	152,878 +98,936	+183%	+$1.13M	0.76%	40
2024 Q4	$607K	Buy	+53,942	New	+$622K	0.27%	85

Other funds holding NMFC

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Wealthedge Investment Advisors's NMFC Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its New Mountain Finance (NMFC) stake by 25% in Q2 2026, buying an estimated $24.8K and bringing the position to 15,817 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #142.

Wealthedge Investment Advisors first reported a position in NMFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q1 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

Wealthedge Investment Advisors held 15,817 shares of New Mountain Finance worth $113K as of Q2 2026.
Wealthedge Investment Advisors bought 3,117 New Mountain Finance shares in Q2 2026, an estimated $24.8K.
New Mountain Finance made up 0.04% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #142 holding.
Wealthedge Investment Advisors first reported a position in New Mountain Finance in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's New Mountain Finance position peaked at $1.69M in Q1 2025.
144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

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