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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
Q3 		$407K Sell
3,529
-36
-1% -$4.03K 0.02% 344
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Equitable Trust's NEM Position: Q3 2026 in Review

Equitable Trust reduced its Newmont (NEM) stake by 1% in Q3 2026, selling an estimated $4.03K and leaving 3,529 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #344.

Equitable Trust first reported a position in NEM in Q2 2018 and has held it in 18 quarters since. The position peaked at $2.45M in Q1 2022. 287 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Equitable Trust held 3,529 shares of Newmont worth $407K as of Q3 2026.
  • Equitable Trust sold 36 Newmont shares in Q3 2026, an estimated $4.03K.
  • Newmont made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #344 holding.
  • Equitable Trust first reported a position in Newmont in Q2 2018 and has held it in 18 quarters since.
  • Equitable Trust's Newmont position peaked at $2.45M in Q1 2022.
  • 287 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.