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EP Wealth Advisors’s Newmont NEM Stock Holding History

EP Wealth Advisors’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 		$25.5M Buy
273,421
+218,238
+395% +$23.8M 0.1% 147
2026
Q1 		$5.97M Buy
55,183
+7,277
+15% +$839K 0.03% 280
2025
Q4 		$4.78M Buy
+47,906
New +$4.33M 0.02% 288
2025
Q2 		$2.56M Buy
43,980
+2,625
+6% +$140K 0.02% 365
2025
Q1 		$2M Sell
41,355
-3,122
-7% -$137K 0.02% 370
2024
Q4 		$1.66M Sell
44,477
-748
-2% -$34.1K 0.01% 387
2024
Q3 		$2.42M Buy
45,225
+10,811
+31% +$537K 0.02% 319
2024
Q2 		$1.44M Buy
34,414
+3,845
+13% +$157K 0.02% 330
2024
Q1 		$1.1M Buy
30,569
+3,028
+11% +$104K 0.01% 363
2023
Q4 		$1.14M Sell
27,541
-1,943
-7% -$75K 0.01% 348
2023
Q3 		$1.09M Sell
29,484
-46,605
-61% -$1.89M 0.02% 313
2023
Q2 		$1.14M Buy
+76,089
New +$3.45M 0.02% 308
2023
Q1 		– Sell
-4,601
Closed -$217K – 679
2022
Q4 		$217K Buy
+4,601
New +$205K ﹤0.01% 533
2022
Q3 		– Sell
-9,748
Closed -$582K – 526
2022
Q2 		$582K Buy
9,748
+3,208
+49% +$227K 0.01% 342
2022
Q1 		$520K Buy
6,540
+1,417
+28% +$95.8K 0.01% 376
2021
Q4 		$318K Sell
5,123
-2
-0% -$113 0.01% 449
2021
Q3 		$278K Sell
5,125
-651
-11% -$38.4K 0.01% 447
2021
Q2 		$366K Buy
5,776
+1,343
+30% +$90K 0.01% 400
2021
Q1 		$267K Buy
+4,433
New +$265K 0.01% 422

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

EP Wealth Advisors's NEM Position: Q2 2026 in Review

EP Wealth Advisors increased its Newmont (NEM) stake by 395% in Q2 2026, buying an estimated $23.8M and bringing the position to 273,421 shares worth $25.5M. The position accounts for 0.1% of the portfolio, ranked #147.

EP Wealth Advisors first reported a position in NEM in Q1 2021 and has held it in 19 quarters since. 1,773 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • EP Wealth Advisors held 273,421 shares of Newmont worth $25.5M as of Q2 2026.
  • EP Wealth Advisors bought 218,238 Newmont shares in Q2 2026, an estimated $23.8M.
  • Newmont made up 0.1% of EP Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • EP Wealth Advisors first reported a position in Newmont in Q1 2021 and has held it in 19 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.