Diversify Advisory Services’s Newmont NEM Stock Holding History

Diversify Advisory Services’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	$2.55M	Sell	22,048 -4,489	-17%	-$502K	0.04%	370
2026 Q2	$2.48M	Buy	+26,537	New	+$2.89M	0.04%	338
2026 Q1	–	Sell	-27,900	Closed	-$3.18M	–	626
2025 Q4	$3.18M	Buy	27,900 +9,727	+54%	+$879K	0.1%	153
2025 Q3	$1.48M	Buy	18,173 +11,149	+159%	+$778K	0.05%	275
2025 Q2	$484K	Buy	+7,024	New	+$375K	0.02%	541
2024 Q4	–	Sell	-6,208	Closed	-$364K	–	668
2024 Q3	$364K	Sell	6,208 -186	-3%	-$9.24K	0.02%	453
2024 Q2	$281K	Buy	+6,394	New	+$261K	0.02%	525

Other funds holding NEM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

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

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Diversify Advisory Services's NEM Position: Q3 2026 in Review

Diversify Advisory Services reduced its Newmont (NEM) stake by 17% in Q3 2026, selling an estimated $502K and leaving 22,048 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #370.

Diversify Advisory Services first reported a position in NEM in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q4 2025. 363 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

Diversify Advisory Services held 22,048 shares of Newmont worth $2.55M as of Q3 2026.
Diversify Advisory Services sold 4,489 Newmont shares in Q3 2026, an estimated $502K.
Newmont made up 0.04% of Diversify Advisory Services's portfolio in Q3 2026, its #370 holding.
Diversify Advisory Services first reported a position in Newmont in Q2 2024 and has held it in 7 quarters since.
Diversify Advisory Services's Newmont position peaked at $3.18M in Q4 2025.
363 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.