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 Q2	$333K	Buy	3,565 +216	+6%	+$23.5K	0.01%	378
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Equitable Trust's NEM Position: Q2 2026 in Review

Equitable Trust increased its Newmont (NEM) stake by 6.4% in Q2 2026, buying an estimated $23.5K and bringing the position to 3,565 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #378.

Equitable Trust first reported a position in NEM in Q2 2018 and has held it in 17 quarters since. The position peaked at $2.45M in Q1 2022. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Equitable Trust held 3,565 shares of Newmont worth $333K as of Q2 2026.
Equitable Trust bought 216 Newmont shares in Q2 2026, an estimated $23.5K.
Newmont made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #378 holding.
Equitable Trust first reported a position in Newmont in Q2 2018 and has held it in 17 quarters since.
Equitable Trust's Newmont position peaked at $2.45M in Q1 2022.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.