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Dogwood Wealth Management’s Newmont NEM Stock Holding History

Dogwood 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
Q2 		$33.3K Sell
357
-32
-8% -$3.49K 0.01% 195
2026
Q1 		$42.1K Buy
389
+160
+70% +$18.4K 0.02% 160
2025
Q4 		$22.9K Buy
229
+26
+13% +$2.35K 0.01% 186
2025
Q3 		$17.1K Buy
203
+85
+72% +$5.93K 0.01% 205
2025
Q2 		$6.8K Buy
118
+62
+111% +$3.31K ﹤0.01% 358
2025
Q1 		$2.7K Buy
+56
New +$2.46K ﹤0.01% 303
2024
Q3 		– Hold
0
– – – 334
2024
Q2 		– Sell
-87
Closed -$3.56K – 401
2024
Q1 		$3.12K Buy
+87
New +$3K ﹤0.01% 209
2023
Q4 		– Hold
0
– – – 396

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dogwood Wealth Management's NEM Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Newmont (NEM) stake by 8.2% in Q2 2026, selling an estimated $3.49K and leaving 357 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #195.

Dogwood Wealth Management first reported a position in NEM in Q1 2024 and has held it in 7 quarters since. The position peaked at $42.1K in Q1 2026. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Dogwood Wealth Management held 357 shares of Newmont worth $33.3K as of Q2 2026.
  • Dogwood Wealth Management sold 32 Newmont shares in Q2 2026, an estimated $3.49K.
  • Newmont made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Dogwood Wealth Management first reported a position in Newmont in Q1 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Newmont position peaked at $42.1K in Q1 2026.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.