WOC
NMAX

West Oak Capital’s Newsmax Inc NMAX Stock Holding History

West Oak Capital’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
Q3 		$24.8K Hold
2,000
– – 0.01% 187
2025
Q2 		$30.3K Buy
+2,000
New +$52.4K 0.01% 192

Other funds holding NMAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Oak Capital's NMAX Position: Q3 2025 in Review

West Oak Capital held its Newsmax Inc (NMAX) position steady in Q3 2025 at 2,000 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #187.

West Oak Capital first reported a position in NMAX in Q2 2025 and has held it in 2 quarters since. The position peaked at $30.3K in Q2 2025. 187 funds tracked by Wall St. Rank hold NMAX as of Q3 2025.

  • West Oak Capital held 2,000 shares of Newsmax Inc worth $24.8K as of Q3 2025.
  • West Oak Capital left its Newsmax Inc share count unchanged in Q3 2025.
  • Newsmax Inc made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #187 holding.
  • West Oak Capital first reported a position in Newsmax Inc in Q2 2025 and has held it in 2 quarters since.
  • West Oak Capital's Newsmax Inc position peaked at $30.3K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Newsmax Inc as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.