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Equitable Trust’s Newmont NEM Stock Holding History

Equitable Trust’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
Q1 		$363K Buy
3,349
+182
+6% +$21K 0.02% 375
2025
Q4 		$316K Sell
3,167
-150
-5% -$13.6K 0.01% 387
2025
Q3 		$280K Buy
+3,317
New +$231K 0.01% 394
2024
Q4 		– Sell
-3,784
Closed -$202K – 485
2024
Q3 		$202K Buy
+3,784
New +$188K 0.01% 437
2024
Q1 		– Sell
-7,991
Closed -$331K – 429
2023
Q4 		$331K Hold
7,991
– – 0.02% 342
2023
Q3 		$295K Hold
7,991
– – 0.02% 348
2023
Q2 		$341K Buy
7,991
+800
+11% +$36.3K 0.03% 320
2023
Q1 		$353K Sell
7,191
-1,641
-19% -$79.5K 0.03% 309
2022
Q4 		$417K Buy
8,832
+521
+6% +$23.3K 0.03% 289
2022
Q3 		$349K Sell
8,311
-23,104
-74% -$1.08M 0.03% 293
2022
Q2 		$1.88M Buy
31,415
+551
+2% +$39K 0.14% 131
2022
Q1 		$2.45M Buy
30,864
+6,004
+24% +$406K 0.16% 125
2021
Q4 		$1.54M Buy
24,860
+12,014
+94% +$681K 0.1% 152
2021
Q3 		$698K Buy
12,846
+6,900
+116% +$407K 0.04% 207
2021
Q2 		$377K Buy
+5,946
New +$398K 0.02% 282
2018
Q3 		– Sell
-22,548
Closed -$850K – 297
2018
Q2 		$850K Buy
+22,548
New +$887K 0.11% 151

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Equitable Trust's NEM Position: Q1 2026 in Review

Equitable Trust increased its Newmont (NEM) stake by 5.7% in Q1 2026, buying an estimated $21K and bringing the position to 3,349 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #375.

Equitable Trust first reported a position in NEM in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.45M in Q1 2022. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Equitable Trust held 3,349 shares of Newmont worth $363K as of Q1 2026.
  • Equitable Trust bought 182 Newmont shares in Q1 2026, an estimated $21K.
  • Newmont made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #375 holding.
  • Equitable Trust first reported a position in Newmont in Q2 2018 and has held it in 16 quarters since.
  • Equitable Trust's Newmont position peaked at $2.45M in Q1 2022.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.