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Crestwood Advisors Group’s Newmont NEM Stock Holding History

Crestwood Advisors Group’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 		$725K Sell
7,759
-165
-2% -$18K 0.01% 377
2026
Q1 		$858K Buy
7,924
+1,822
+30% +$210K 0.01% 319
2025
Q4 		$609K Buy
6,102
+1,897
+45% +$171K 0.01% 354
2025
Q3 		$355K Buy
+4,205
New +$293K 0.01% 431

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Crestwood Advisors Group's NEM Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Newmont (NEM) stake by 2.1% in Q2 2026, selling an estimated $18K and leaving 7,759 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #377.

Crestwood Advisors Group first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $858K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Crestwood Advisors Group held 7,759 shares of Newmont worth $725K as of Q2 2026.
  • Crestwood Advisors Group sold 165 Newmont shares in Q2 2026, an estimated $18K.
  • Newmont made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #377 holding.
  • Crestwood Advisors Group first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
  • Crestwood Advisors Group's Newmont position peaked at $858K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.