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 Q2	$2.98M	Sell	31,854 -15,903	-33%	-$1.73M	0.03%	573
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Atria Investments's NEM Position: Q2 2026 in Review

Atria Investments reduced its Newmont (NEM) stake by 33% in Q2 2026, selling an estimated $1.73M and leaving 31,854 shares worth $2.98M. The position accounts for 0.03% of the portfolio, ranked #573.

Atria Investments first reported a position in NEM in Q1 2016 and has held it in 15 quarters since. The position peaked at $5.17M in Q1 2026. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Atria Investments held 31,854 shares of Newmont worth $2.98M as of Q2 2026.
Atria Investments sold 15,903 Newmont shares in Q2 2026, an estimated $1.73M.
Newmont made up 0.03% of Atria Investments's portfolio in Q2 2026, its #573 holding.
Atria Investments first reported a position in Newmont in Q1 2016 and has held it in 15 quarters since.
Atria Investments's Newmont position peaked at $5.17M in Q1 2026.
1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.