Forvis Mazars Wealth Advisors’s Newmont NEM Stock Holding History

Forvis Mazars 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	–	Sell	-2,088	Closed	-$226K	–	441
2026 Q1	$226K	Sell	2,088 -26	-1%	-$3K	﹤0.01%	389
2025 Q4	$211K	Buy	+2,114	New	+$191K	﹤0.01%	397

Other funds holding NEM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Forvis Mazars Wealth Advisors's NEM Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors sold out of Newmont (NEM) in Q2 2026, closing a stake of 2,088 shares — an estimated $226K sold.

Forvis Mazars Wealth Advisors first reported a position in NEM in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q1 2026. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Forvis Mazars Wealth Advisors reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,088 Newmont shares in Q2 2026, an estimated $226K.
Forvis Mazars Wealth Advisors first reported a position in Newmont in Q4 2025 and held it in 2 quarters.
Forvis Mazars Wealth Advisors's Newmont position peaked at $226K in Q1 2026.
1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.