Everhart Financial Group’s Newmont NEM Stock Holding History

Everhart Financial Group’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	$1.24M	Sell	13,299 -1,615	-11%	-$176K	0.08%	134
2026 Q1	$1.61M	Buy	14,914 +788	+6%	+$90.8K	0.14%	99
2025 Q4	$1.41M	Buy	14,126 +410	+3%	+$37K	0.13%	104
2025 Q3	$1.16M	Buy	13,716 +2,878	+27%	+$201K	0.12%	122
2025 Q2	$631K	Buy	10,838 +2,024	+23%	+$108K	0.07%	196
2025 Q1	$426K	Buy	8,814 +2,473	+39%	+$109K	0.06%	234
2024 Q4	$236K	Sell	6,341 -1,615	-20%	-$73.6K	0.05%	285
2024 Q3	$425K	Buy	7,956 +1,657	+26%	+$82.3K	0.09%	214
2024 Q2	$264K	Buy	+6,299	New	+$258K	0.07%	241

Other funds holding NEM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's NEM Position: Q2 2026 in Review

Everhart Financial Group reduced its Newmont (NEM) stake by 11% in Q2 2026, selling an estimated $176K and leaving 13,299 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #134.

Everhart Financial Group first reported a position in NEM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q1 2026. 311 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Everhart Financial Group held 13,299 shares of Newmont worth $1.24M as of Q2 2026.
Everhart Financial Group sold 1,615 Newmont shares in Q2 2026, an estimated $176K.
Newmont made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #134 holding.
Everhart Financial Group first reported a position in Newmont in Q2 2024 and has held it in 9 quarters since.
Everhart Financial Group's Newmont position peaked at $1.61M in Q1 2026.
311 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.