Avior Wealth Management’s Newmont NEM Stock Holding History

Avior Wealth Management’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	$708K	Sell	7,581 -928	-11%	-$101K	0.02%	443
2026 Q1	$921K	Buy	8,509 +1,002	+13%	+$116K	0.03%	374
2025 Q4	$750K	Buy	+7,507	New	+$678K	0.02%	365
2025 Q1	–	Sell	-1,925	Closed	-$71.7K	–	1761
2024 Q4	$71.7K	Buy	1,925 +1,429	+288%	+$65.1K	﹤0.01%	1011
2024 Q3	$26.5K	Buy	496 +326	+192%	+$16.2K	﹤0.01%	1316
2024 Q2	$7.14K	Sell	170 -121	-42%	-$4.95K	﹤0.01%	1615
2024 Q1	$10.4K	Buy	291 +256	+731%	+$8.82K	﹤0.01%	1858
2023 Q4	$1.49K	Sell	35 -27	-44%	-$1.04K	﹤0.01%	1337
2023 Q3	$2.31K	Sell	62 -459	-88%	-$18.7K	﹤0.01%	1369
2023 Q2	$22.2K	Sell	521 -265	-34%	-$12K	﹤0.01%	919
2023 Q1	$38.6K	Buy	786 +725	+1,189%	+$35.1K	﹤0.01%	836
2022 Q4	$2.91K	Hold	61	–	–	﹤0.01%	1019
2022 Q3	$2K	Buy	61 +1	+2%	+$47	﹤0.01%	1038
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	917
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	927
2021 Q4	$3K	Buy	60 +33	+122%	+$1.87K	﹤0.01%	941
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	1010
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	983
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	964
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	929
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	880
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	854
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	736
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	758
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	735
2019 Q2	$1K	Buy	+27	New	+$912	﹤0.01%	796
2018 Q2	–	Sell	-12	Closed	–	–	834
2018 Q1	$0	Hold	12	–	–	﹤0.01%	809
2017 Q4	$0	Buy	+12	New	+$441	﹤0.01%	799

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 $3.37T AUM 44.26% 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

Avior Wealth Management's NEM Position: Q2 2026 in Review

Avior Wealth Management reduced its Newmont (NEM) stake by 11% in Q2 2026, selling an estimated $101K and leaving 7,581 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #443.

Avior Wealth Management first reported a position in NEM in Q4 2017 and has held it in 28 quarters since. The position peaked at $921K in Q1 2026. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Avior Wealth Management held 7,581 shares of Newmont worth $708K as of Q2 2026.
Avior Wealth Management sold 928 Newmont shares in Q2 2026, an estimated $101K.
Newmont made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #443 holding.
Avior Wealth Management first reported a position in Newmont in Q4 2017 and has held it in 28 quarters since.
Avior Wealth Management's Newmont position peaked at $921K in Q1 2026.
1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.