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EverSource Wealth Advisors’s Newmont NEM Stock Holding History

EverSource Wealth Advisors’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 		$852K Sell
9,120
-4,808
-35% -$524K 0.03% 389
2026
Q1 		$1.51M Buy
13,928
+1,631
+13% +$188K 0.05% 280
2025
Q4 		$1.23M Buy
12,297
+1,954
+19% +$177K 0.05% 289
2025
Q3 		$872K Buy
10,343
+1,821
+21% +$127K 0.03% 343
2025
Q2 		$496K Buy
8,522
+5,604
+192% +$299K 0.02% 456
2025
Q1 		$141K Buy
2,918
+1,377
+89% +$60.4K 0.01% 785
2024
Q4 		$57.3K Sell
1,541
-1,943
-56% -$88.6K ﹤0.01% 1131
2024
Q3 		$186K Sell
3,484
-75
-2% -$3.73K 0.01% 582
2024
Q2 		$175K Buy
3,559
+2,397
+206% +$98K 0.01% 605
2024
Q1 		$47.2K Sell
1,162
-707
-38% -$24.4K ﹤0.01% 1004
2023
Q4 		$77.4K Buy
1,869
+1,508
+418% +$58.2K 0.01% 733
2023
Q3 		$13.3K Sell
361
-203
-36% -$8.25K ﹤0.01% 1291
2023
Q2 		$24.1K Buy
564
+69
+14% +$3.13K ﹤0.01% 1076
2023
Q1 		$24.3K Sell
495
-15
-3% -$727 ﹤0.01% 1008
2022
Q4 		$24.1K Sell
510
-493
-49% -$22K ﹤0.01% 1008
2022
Q3 		$42K Buy
1,003
+548
+120% +$25.6K 0.01% 677
2022
Q2 		$27K Buy
455
+21
+5% +$1.49K 0.01% 754
2022
Q1 		$35K Buy
434
+102
+31% +$6.9K 0.01% 537
2021
Q4 		$20K Buy
+332
New +$18.8K 0.01% 688

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EverSource Wealth Advisors's NEM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Newmont (NEM) stake by 35% in Q2 2026, selling an estimated $524K and leaving 9,120 shares worth $852K. The position accounts for 0.03% of the portfolio, ranked #389.

EverSource Wealth Advisors first reported a position in NEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.51M in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • EverSource Wealth Advisors held 9,120 shares of Newmont worth $852K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,808 Newmont shares in Q2 2026, an estimated $524K.
  • Newmont made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #389 holding.
  • EverSource Wealth Advisors first reported a position in Newmont in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Newmont position peaked at $1.51M in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.