Atria Wealth Solutions’s Newmont NEM Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$585K	Sell	10,007 -14,179	-59%	-$757K	0.01%	843
2025 Q1	$1.17M	Sell	24,186 -10,201	-30%	-$448K	0.01%	821
2024 Q4	$1.28M	Buy	34,387 +4,474	+15%	+$204K	0.01%	824
2024 Q3	$1.6M	Sell	29,913 -11,210	-27%	-$557K	0.02%	722
2024 Q2	$1.72M	Buy	41,123 +22,150	+117%	+$906K	0.02%	681
2024 Q1	$680K	Sell	18,973 -6,729	-26%	-$232K	0.01%	1104
2023 Q4	$1.06M	Buy	25,702 +4,293	+20%	+$166K	0.01%	833
2023 Q3	$791K	Sell	21,409 -19,511	-48%	-$793K	0.01%	921
2023 Q2	$1.75M	Buy	40,920 +1,823	+5%	+$82.7K	0.02%	611
2023 Q1	$1.92M	Buy	39,097 +2,434	+7%	+$118K	0.03%	552
2022 Q4	$1.73M	Sell	36,663 -392	-1%	-$17.5K	0.03%	566
2022 Q3	$1.56M	Buy	37,055 +21,311	+135%	+$996K	0.03%	568
2022 Q2	$940K	Sell	15,744 -24,172	-61%	-$1.71M	0.02%	724
2022 Q1	$3.17M	Buy	+39,916	New	+$2.7M	0.05%	355

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's NEM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Newmont (NEM) stake by 59% in Q2 2025, selling an estimated $757K and leaving 10,007 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #843.

Atria Wealth Solutions first reported a position in NEM in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.17M in Q1 2022. 1,335 funds tracked by Wall St. Rank hold NEM as of Q2 2025.

Atria Wealth Solutions held 10,007 shares of Newmont worth $585K as of Q2 2025.
Atria Wealth Solutions sold 14,179 Newmont shares in Q2 2025, an estimated $757K.
Newmont made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #843 holding.
Atria Wealth Solutions first reported a position in Newmont in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Newmont position peaked at $3.17M in Q1 2022.
1,335 funds tracked by Wall St. Rank held Newmont as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.