Arkadios Wealth Advisors’s Newmont NEM Stock Holding History

Arkadios Wealth Advisors’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	$6.52M	Buy	69,796 +189	+0.3%	+$20.6K	0.1%	218
2026 Q1	$7.53M	Sell	69,607 -5,113	-7%	-$589K	0.12%	194
2025 Q4	$7.46M	Sell	74,720 -12,235	-14%	-$1.11M	0.14%	153
2025 Q3	$7.33M	Sell	86,955 -11,189	-11%	-$780K	0.18%	133
2025 Q2	$5.72M	Buy	+98,144	New	+$5.24M	0.17%	136
2025 Q1	–	Sell	-26,116	Closed	-$972K	–	1168
2024 Q4	$972K	Sell	26,116 -7,173	-22%	-$327K	0.05%	342
2024 Q3	$1.78M	Sell	33,289 -542	-2%	-$26.9K	0.1%	206
2024 Q2	$1.42M	Buy	+33,831	New	+$1.38M	0.1%	215
2021 Q4	–	Sell	-177	Closed	-$9K	–	1333
2021 Q3	$9K	Sell	177 -207	-54%	-$12.2K	﹤0.01%	1472
2021 Q2	$24K	Sell	384 -375	-49%	-$25.1K	﹤0.01%	1206
2021 Q1	$45K	Buy	759 +388	+105%	+$23.2K	0.01%	718
2020 Q4	$22K	Buy	371 +109	+42%	+$6.72K	﹤0.01%	732
2020 Q3	$16.4K	Buy	262 +25	+11%	+$1.63K	0.01%	643
2020 Q2	$14.6K	Buy	+237	New	+$14K	0.01%	607
2020 Q1	–	Sell	-39	Closed	-$1.72K	–	1265
2019 Q4	$1.72K	Buy	+39	New	+$1.52K	﹤0.01%	835

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arkadios Wealth Advisors's NEM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Newmont (NEM) stake by 0.27% in Q2 2026, buying an estimated $20.6K and bringing the position to 69,796 shares worth $6.52M. The position accounts for 0.1% of the portfolio, ranked #218.

Arkadios Wealth Advisors first reported a position in NEM in Q4 2019 and has held it in 15 quarters since. The position peaked at $7.53M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Arkadios Wealth Advisors held 69,796 shares of Newmont worth $6.52M as of Q2 2026.
Arkadios Wealth Advisors bought 189 Newmont shares in Q2 2026, an estimated $20.6K.
Newmont made up 0.1% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #218 holding.
Arkadios Wealth Advisors first reported a position in Newmont in Q4 2019 and has held it in 15 quarters since.
Arkadios Wealth Advisors's Newmont position peaked at $7.53M in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.