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Dynasty Wealth Management’s Newmont NEM Stock Holding History

Dynasty 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 		$4.61M Sell
49,350
-1,902
-4% -$207K 0.03% 88
2026
Q1 		$5.55M Sell
51,252
-102
-0.2% -$11.8K 0.05% 77
2025
Q4 		$5.13M Buy
51,354
+4,736
+10% +$428K 0.05% 84
2025
Q3 		$3.93M Buy
+46,618
New +$3.25M 0.05% 80

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
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

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

Dynasty Wealth Management reduced its Newmont (NEM) stake by 3.7% in Q2 2026, selling an estimated $207K and leaving 49,350 shares worth $4.61M. The position accounts for 0.03% of the portfolio, ranked #88.

Dynasty Wealth Management first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.55M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Dynasty Wealth Management held 49,350 shares of Newmont worth $4.61M as of Q2 2026.
  • Dynasty Wealth Management sold 1,902 Newmont shares in Q2 2026, an estimated $207K.
  • Newmont made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Dynasty Wealth Management first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Newmont position peaked at $5.55M in Q1 2026.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.