Beacon Harbor Wealth Advisors’s Newmont NEM Stock Holding History

Beacon Harbor Wealth Advisors’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	–	Sell	-75,414	Closed	-$8.16M	–	82
2026 Q1	$8.16M	Sell	75,414 -1,543	-2%	-$178K	1.71%	26
2025 Q4	$7.68M	Buy	+76,957	New	+$6.95M	1.7%	22

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

Beacon Harbor Wealth Advisors's NEM Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors sold out of Newmont (NEM) in Q2 2026, closing a stake of 75,414 shares — an estimated $8.16M sold.

Beacon Harbor Wealth Advisors first reported a position in NEM in Q4 2025 and held it in 2 quarters. The position peaked at $8.16M in Q1 2026. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Beacon Harbor Wealth Advisors reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 75,414 Newmont shares in Q2 2026, an estimated $8.16M.
Beacon Harbor Wealth Advisors first reported a position in Newmont in Q4 2025 and held it in 2 quarters.
Beacon Harbor Wealth Advisors's Newmont position peaked at $8.16M in Q1 2026.
1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.