BigSur Wealth Management’s Newmont NEM Stock Holding History

BigSur 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	$1.15M	Hold	10,000	–	–	0.27%	92
2026 Q2	$934K	Hold	10,000	–	–	0.22%	102
2026 Q1	$1.08M	Sell	10,000 -1,400	-12%	-$161K	0.3%	84
2025 Q4	$1.14M	Hold	11,400	–	–	0.28%	80
2025 Q3	$961K	Hold	11,400	–	–	0.24%	83
2025 Q2	$664K	Sell	11,400 -400	-3%	-$21.4K	0.17%	105
2025 Q1	$570K	Buy	+11,800	New	+$518K	0.15%	111
2024 Q4	–	Sell	-11,800	Closed	-$631K	–	163
2024 Q3	$631K	Hold	11,800	–	–	0.17%	106
2024 Q2	$494K	Hold	11,800	–	–	0.15%	113
2024 Q1	$423K	Buy	11,800 +4,000	+51%	+$138K	0.13%	116
2023 Q4	$323K	Sell	7,800 -400	-5%	-$15.4K	0.15%	88
2023 Q3	$303K	Sell	8,200 -1,000	-11%	-$40.7K	0.15%	89
2023 Q2	$392K	Sell	9,200 -1,500	-14%	-$68.1K	0.19%	89
2023 Q1	$525K	Hold	10,700	–	–	0.25%	83
2022 Q4	$505K	Hold	10,700	–	–	0.24%	83
2022 Q3	$450K	Sell	10,700 -400	-4%	-$18.7K	0.23%	83
2022 Q2	$662K	Hold	11,100	–	–	0.31%	73
2022 Q1	$882K	Hold	11,100	–	–	0.34%	71
2021 Q4	$688K	Buy	+11,100	New	+$629K	0.27%	79

Other funds holding NEM

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

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

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

BigSur Wealth Management held its Newmont (NEM) position steady in Q3 2026 at 10,000 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #92.

BigSur Wealth Management first reported a position in NEM in Q4 2021 and has held it in 19 quarters since. 140 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

BigSur Wealth Management held 10,000 shares of Newmont worth $1.15M as of Q3 2026.
BigSur Wealth Management left its Newmont share count unchanged in Q3 2026.
Newmont made up 0.27% of BigSur Wealth Management's portfolio in Q3 2026, its #92 holding.
BigSur Wealth Management first reported a position in Newmont in Q4 2021 and has held it in 19 quarters since.
140 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

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