Essex Financial Services’s Newmont NEM Stock Holding History

Essex Financial Services’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	$392K	Buy	4,193 +34	+0.8%	+$3.7K	0.02%	564
2026 Q1	$450K	Sell	4,159 -93	-2%	-$10.7K	0.03%	483
2025 Q4	$425K	Buy	4,252 +1,228	+41%	+$111K	0.02%	486
2025 Q3	$255K	Buy	+3,024	New	+$211K	0.02%	619
2024 Q4	–	Sell	-6,391	Closed	-$375K	–	649
2024 Q3	$375K	Buy	6,391 +825	+15%	+$41K	0.03%	436
2024 Q2	$266K	Buy	+5,566	New	+$228K	0.02%	516
2023 Q3	–	Sell	-5,519	Closed	-$235K	–	487
2023 Q2	$235K	Buy	5,519 +158	+3%	+$7.17K	0.03%	412
2023 Q1	$263K	Buy	+5,361	New	+$260K	0.03%	402
2022 Q4	–	Sell	-6,126	Closed	-$258K	–	490
2022 Q3	$258K	Sell	6,126 -1,235	-17%	-$57.7K	0.03%	370
2022 Q2	$439K	Buy	7,361 +784	+12%	+$55.5K	0.05%	289
2022 Q1	$523K	Sell	6,577 -2,283	-26%	-$154K	0.05%	286
2021 Q4	$550K	Sell	8,860 -195	-2%	-$11.1K	0.05%	268
2021 Q3	$492K	Sell	9,055 -34	-0.4%	-$2K	0.06%	269
2021 Q2	$576K	Buy	+9,089	New	+$609K	0.08%	221

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Essex Financial Services's NEM Position: Q2 2026 in Review

Essex Financial Services increased its Newmont (NEM) stake by 0.82% in Q2 2026, buying an estimated $3.7K and bringing the position to 4,193 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #564.

Essex Financial Services first reported a position in NEM in Q2 2021 and has held it in 14 quarters since. The position peaked at $576K in Q2 2021. 1,321 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Essex Financial Services held 4,193 shares of Newmont worth $392K as of Q2 2026.
Essex Financial Services bought 34 Newmont shares in Q2 2026, an estimated $3.7K.
Newmont made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #564 holding.
Essex Financial Services first reported a position in Newmont in Q2 2021 and has held it in 14 quarters since.
Essex Financial Services's Newmont position peaked at $576K in Q2 2021.
1,321 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.