Atria Investments’s Newmont NEM Stock Holding History

Atria Investments’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 Q1	$5.17M	Sell	47,757 -118	-0.2%	-$13.6K	0.06%	365
2025 Q4	$4.78M	Sell	47,875 -3,484	-7%	-$315K	0.05%	386
2025 Q3	$4.33M	Buy	51,359 +42,200	+461%	+$2.94M	0.05%	437
2025 Q2	$534K	Buy	+9,159	New	+$489K	0.01%	1383
2024 Q4	–	Sell	-8,352	Closed	-$446K	–	1939
2024 Q3	$446K	Buy	8,352 +2,108	+34%	+$105K	0.01%	1388
2024 Q2	$261K	Buy	+6,244	New	+$255K	﹤0.01%	1670
2020 Q3	–	Sell	-22,912	Closed	-$1.42M	–	595
2020 Q2	$1.42M	Buy	+22,912	New	+$1.36M	0.05%	401
2017 Q4	–	Sell	-9,750	Closed	-$366K	–	865
2017 Q3	$366K	Sell	9,750 -510	-5%	-$18.5K	0.02%	536
2017 Q2	$332K	Sell	10,260 -3,535	-26%	-$119K	0.02%	530
2017 Q1	$455K	Sell	13,795 -307	-2%	-$10.7K	0.03%	416
2016 Q4	$480K	Sell	14,102 -4,838	-26%	-$165K	0.04%	351
2016 Q3	$744K	Sell	18,940 -1,741	-8%	-$72.2K	0.07%	240
2016 Q2	$838K	Sell	20,681 -2,807	-12%	-$92.9K	0.09%	185
2016 Q1	$624K	Buy	+23,488	New	+$544K	0.07%	207

Other funds holding NEM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return