AWE
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Avidian Wealth Enterprises’s Newmont NEM Stock Holding History

Avidian Wealth Enterprises’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 		$781K Sell
8,362
-151
-2% -$16.4K 0.02% 377
2026
Q1 		$922K Sell
8,513
-727
-8% -$83.8K 0.03% 300
2025
Q4 		$923K Buy
9,240
+110
+1% +$9.94K 0.03% 243
2025
Q3 		$770K Sell
9,130
-6,631
-42% -$462K 0.03% 269
2025
Q2 		$918K Buy
15,761
+779
+5% +$41.6K 0.04% 212
2025
Q1 		$723K Buy
14,982
+175
+1% +$7.68K 0.03% 238
2024
Q4 		$551K Buy
14,807
+554
+4% +$25.3K 0.02% 280
2024
Q3 		$762K Sell
14,253
-152
-1% -$7.55K 0.03% 225
2024
Q2 		$603K Sell
14,405
-1,278
-8% -$52.3K 0.03% 255
2024
Q1 		$562K Buy
15,683
+3,482
+29% +$120K 0.03% 248
2023
Q4 		$505K Buy
12,201
+963
+9% +$37.2K 0.03% 266
2023
Q3 		$415K Buy
11,238
+341
+3% +$13.9K 0.03% 282
2023
Q2 		$465K Buy
10,897
+880
+9% +$39.9K 0.03% 279
2023
Q1 		$491K Buy
10,017
+50
+0.5% +$2.42K 0.03% 296
2022
Q4 		$470K Sell
9,967
-808
-7% -$36.1K 0.03% 283
2022
Q3 		$453K Hold
10,775
– – 0.03% 252
2022
Q2 		$643K Hold
10,775
– – 0.05% 229
2022
Q1 		$856K Sell
10,775
-92
-0.8% -$6.22K 0.05% 218
2021
Q4 		$674K Sell
10,867
-546
-5% -$30.9K 0.04% 249
2021
Q3 		$620K Buy
11,413
+6
+0.1% +$354 0.05% 190
2021
Q2 		$723K Buy
+11,407
New +$764K 0.06% 165

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

Avidian Wealth Enterprises's NEM Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Newmont (NEM) stake by 1.8% in Q2 2026, selling an estimated $16.4K and leaving 8,362 shares worth $781K. The position accounts for 0.02% of the portfolio, ranked #377.

Avidian Wealth Enterprises first reported a position in NEM in Q2 2021 and has held it in 21 quarters since. The position peaked at $923K in Q4 2025. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Avidian Wealth Enterprises held 8,362 shares of Newmont worth $781K as of Q2 2026.
  • Avidian Wealth Enterprises sold 151 Newmont shares in Q2 2026, an estimated $16.4K.
  • Newmont made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #377 holding.
  • Avidian Wealth Enterprises first reported a position in Newmont in Q2 2021 and has held it in 21 quarters since.
  • Avidian Wealth Enterprises's Newmont position peaked at $923K in Q4 2025.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

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