Aprio Wealth Management
NEM icon

Aprio Wealth Management’s Newmont NEM Stock Holding History

Aprio Wealth Management’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$649K Buy
5,630
+490
+10% +$54.9K 0.03% 341
2026
Q2 		$480K Buy
5,140
+577
+13% +$62.9K 0.02% 393
2026
Q1 		$494K Buy
4,563
+1,055
+30% +$122K 0.03% 356
2025
Q4 		$350K Buy
3,508
+605
+21% +$54.7K 0.02% 398
2025
Q3 		$245K Buy
+2,903
New +$202K 0.02% 373

Other funds holding NEM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Aprio Wealth Management's NEM Position: Q3 2026 in Review

Aprio Wealth Management increased its Newmont (NEM) stake by 9.5% in Q3 2026, buying an estimated $54.9K and bringing the position to 5,630 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #341.

Aprio Wealth Management first reported a position in NEM in Q3 2025 and has held it in 5 quarters since. 1,390 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Aprio Wealth Management held 5,630 shares of Newmont worth $649K as of Q3 2026.
  • Aprio Wealth Management bought 490 Newmont shares in Q3 2026, an estimated $54.9K.
  • Newmont made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #341 holding.
  • Aprio Wealth Management first reported a position in Newmont in Q3 2025 and has held it in 5 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.