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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
Q3 		$942K Buy
8,165
+584
+8% +$65.4K 0.02% 372
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

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Avior Wealth Management's NEM Position: Q3 2026 in Review

Avior Wealth Management increased its Newmont (NEM) stake by 7.7% in Q3 2026, buying an estimated $65.4K and bringing the position to 8,165 shares worth $942K. The position accounts for 0.02% of the portfolio, ranked #372.

Avior Wealth Management first reported a position in NEM in Q4 2017 and has held it in 29 quarters since. 130 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Avior Wealth Management held 8,165 shares of Newmont worth $942K as of Q3 2026.
  • Avior Wealth Management bought 584 Newmont shares in Q3 2026, an estimated $65.4K.
  • Newmont made up 0.02% of Avior Wealth Management's portfolio in Q3 2026, its #372 holding.
  • Avior Wealth Management first reported a position in Newmont in Q4 2017 and has held it in 29 quarters since.
  • 130 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.