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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aprio Wealth Management's NEM Position: Q2 2026 in Review

Aprio Wealth Management increased its Newmont (NEM) stake by 13% in Q2 2026, buying an estimated $62.9K and bringing the position to 5,140 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #393.

Aprio Wealth Management first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $494K in Q1 2026. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Aprio Wealth Management held 5,140 shares of Newmont worth $480K as of Q2 2026.
  • Aprio Wealth Management bought 577 Newmont shares in Q2 2026, an estimated $62.9K.
  • Newmont made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #393 holding.
  • Aprio Wealth Management first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Newmont position peaked at $494K in Q1 2026.
  • 1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.