Diversify Advisory Services’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Diversify Advisory Services's NEM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Newmont (NEM) in Q2 2026: 26,537 shares worth $2.48M. The stake represents 0.04% of the portfolio and ranks #338 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in NEM as recently as Q4 2025.

Diversify Advisory Services first reported a position in NEM in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.18M in Q4 2025. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Diversify Advisory Services held 26,537 shares of Newmont worth $2.48M as of Q2 2026.
  • Newmont was a new Diversify Advisory Services position in Q2 2026.
  • Newmont made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #338 holding.
  • Diversify Advisory Services first reported a position in Newmont in Q2 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's Newmont position peaked at $3.18M in Q4 2025.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.