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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

MDRX holding history

Veradigm Inc. in every 13F filed by Assetmark, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDRX overviewAll 13F holders of MDRXFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2022
Holdings of MDRX by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−131−100.0%Sold outHolders
Q1 2024131$1.01K<0.1%−66,406−99.8%ReducedHolders
Q4 202366,537$698.0K<0.1%+4,529+7.3%AddedHolders
Q3 202362,008$814.8K<0.1%+8,310+15.5%AddedHolders
Q2 202353,698$676.6K<0.1%−1,760−3.2%ReducedHolders
Q1 202355,458$723.7K<0.1%+3,546+6.8%AddedHolders
Q4 202251,912$915.7K<0.1%+3,967+8.3%AddedHolders
Q3 202247,945$730.0K<0.1%+47,945NewHolders