WANY
NMAX

Wealthspire Advisors (New York)’s Newsmax Inc NMAX Stock Holding History

Wealthspire Advisors (New York)’s Portfolio NMAX Stock Details NMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-250
Closed -$3.1K – 3053
2025
Q3 		$3.1K Buy
+250
New +$3.37K ﹤0.01% 2476

Other funds holding NMAX

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wealthspire Advisors (New York)'s NMAX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Newsmax Inc (NMAX) in Q4 2025, closing a stake of 250 shares — an estimated $3.1K sold.

Wealthspire Advisors (New York) first reported a position in NMAX in Q3 2025 and held it in 1 quarter. The position peaked at $3.1K in Q3 2025. 198 funds tracked by Wall St. Rank hold NMAX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Newsmax Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 250 Newsmax Inc shares in Q4 2025, an estimated $3.1K.
  • Wealthspire Advisors (New York) first reported a position in Newsmax Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Newsmax Inc position peaked at $3.1K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Newsmax Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.