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Wealthspire Advisors (New York)’s Newmark Group NMRK Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$247K Buy
+16,499
New +$260K ﹤0.01% 791
2025
Q4 		– Sell
-39
Closed -$727 – 2230
2025
Q3 		$727 Buy
+39
New +$633 ﹤0.01% 2783
2021
Q4 		– Sell
-10,189
Closed -$146K – 597
2021
Q3 		$146K Buy
+10,189
New +$131K ﹤0.01% 558

Other funds holding NMRK

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $13.7B AUM 21.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s NMRK Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Newmark Group (NMRK) in Q1 2026: 16,499 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in NMRK as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in NMRK in Q3 2021 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold NMRK as of Q1 2026.

  • Wealthspire Advisors (New York) held 16,499 shares of Newmark Group worth $247K as of Q1 2026.
  • Newmark Group was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Newmark Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #791 holding.
  • Wealthspire Advisors (New York) first reported a position in Newmark Group in Q3 2021 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held Newmark Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.