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Flatrock Wealth Partners’s Newmont NEM Stock Holding History

Flatrock Wealth Partners’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 		$236K Buy
2,522
+50
+2% +$5.45K 0.09% 148
2026
Q1 		$268K Buy
2,472
+59
+2% +$6.8K 0.12% 118
2025
Q4 		$241K Buy
+2,413
New +$218K 0.12% 135

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

Flatrock Wealth Partners's NEM Position: Q2 2026 in Review

Flatrock Wealth Partners increased its Newmont (NEM) stake by 2% in Q2 2026, buying an estimated $5.45K and bringing the position to 2,522 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #148.

Flatrock Wealth Partners first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Flatrock Wealth Partners held 2,522 shares of Newmont worth $236K as of Q2 2026.
  • Flatrock Wealth Partners bought 50 Newmont shares in Q2 2026, an estimated $5.45K.
  • Newmont made up 0.09% of Flatrock Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • Flatrock Wealth Partners first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's Newmont position peaked at $268K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.