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Blue Zone Wealth Advisors’s Newmont NEM Stock Holding History

Blue Zone 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
-1,933
Closed -$209K – 134
2026
Q1 		$209K Buy
+1,933
New +$223K 0.04% 125

Other funds holding NEM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Zone Wealth Advisors's NEM Position: Q2 2026 in Review

Blue Zone Wealth Advisors sold out of Newmont (NEM) in Q2 2026, closing a stake of 1,933 shares — an estimated $209K sold.

Blue Zone Wealth Advisors first reported a position in NEM in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 265 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Blue Zone Wealth Advisors reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 1,933 Newmont shares in Q2 2026, an estimated $209K.
  • Blue Zone Wealth Advisors first reported a position in Newmont in Q1 2026 and held it in 1 quarter.
  • Blue Zone Wealth Advisors's Newmont position peaked at $209K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.