Avidian Wealth Enterprises
NEM icon

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
Q3 		$1.18M Buy
10,191
+1,829
+22% +$205K 0.03% 302
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% +$9.9K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Avidian Wealth Enterprises's NEM Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Newmont (NEM) stake by 22% in Q3 2026, buying an estimated $205K and bringing the position to 10,191 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #302.

Avidian Wealth Enterprises first reported a position in NEM in Q2 2021 and has held it in 22 quarters since. 1,594 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Avidian Wealth Enterprises held 10,191 shares of Newmont worth $1.18M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,829 Newmont shares in Q3 2026, an estimated $205K.
  • Newmont made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #302 holding.
  • Avidian Wealth Enterprises first reported a position in Newmont in Q2 2021 and has held it in 22 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.