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Heritage Wealth Advisors’s Newmont NEM Stock Holding History

Heritage 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 		$23.7K Buy
254
+28
+12% +$3.05K ﹤0.01% 417
2026
Q1 		$24.5K Hold
226
– – ﹤0.01% 411
2025
Q4 		$22.6K Sell
226
-24
-10% -$2.17K ﹤0.01% 396
2025
Q3 		$21.1K Hold
250
– – ﹤0.01% 375
2025
Q2 		$14.6K Hold
250
– – ﹤0.01% 404
2025
Q1 		$12.1K Sell
250
-27
-10% -$1.19K ﹤0.01% 410
2024
Q4 		$10.3K Buy
277
+5
+2% +$228 ﹤0.01% 439
2024
Q3 		$14.6K Buy
272
+22
+9% +$1.09K ﹤0.01% 420
2024
Q2 		$10.5K Sell
250
-695
-74% -$28.4K ﹤0.01% 423
2024
Q1 		$33.9K Buy
+945
New +$32.6K ﹤0.01% 359
2023
Q4 		– Hold
0
– – – 553
2023
Q3 		– Sell
-732,564
Closed -$29.8M – 520
2023
Q2 		$31.3M Buy
732,564
+15,061
+2% +$684K 1.65% 20
2023
Q1 		$35.2M Buy
717,503
+50,645
+8% +$2.45M 1.96% 18
2022
Q4 		$31.5M Buy
666,858
+17,651
+3% +$788K 1.82% 16
2022
Q3 		$27.3M Buy
649,207
+223,696
+53% +$10.5M 1.98% 17
2022
Q2 		$25.4M Buy
425,511
+99,761
+31% +$7.06M 1.76% 18
2022
Q1 		$25.9M Buy
325,750
+51,908
+19% +$3.51M 1.43% 17
2021
Q4 		$17M Buy
273,842
+30,495
+13% +$1.73M 0.93% 26
2021
Q3 		$13.2M Buy
243,347
+19,663
+9% +$1.16M 0.81% 30
2021
Q2 		$14.2M Buy
223,684
+23,746
+12% +$1.59M 0.87% 28
2021
Q1 		$12.1M Buy
199,938
+46,294
+30% +$2.77M 0.73% 29
2020
Q4 		$9.2M Buy
153,644
+4,609
+3% +$284K 0.58% 32
2020
Q3 		$9.46M Buy
+149,035
New +$9.72M 1.22% 23
2020
Q1 		– Sell
-15
Closed -$652 – 536
2019
Q4 		$652 Buy
+15
New +$586 ﹤0.01% 694

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Heritage Wealth Advisors increased its Newmont (NEM) stake by 12% in Q2 2026, buying an estimated $3.05K and bringing the position to 254 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Heritage Wealth Advisors first reported a position in NEM in Q4 2019 and has held it in 23 quarters since. The position peaked at $35.2M in Q1 2023. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Heritage Wealth Advisors held 254 shares of Newmont worth $23.7K as of Q2 2026.
  • Heritage Wealth Advisors bought 28 Newmont shares in Q2 2026, an estimated $3.05K.
  • Newmont made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #417 holding.
  • Heritage Wealth Advisors first reported a position in Newmont in Q4 2019 and has held it in 23 quarters since.
  • Heritage Wealth Advisors's Newmont position peaked at $35.2M in Q1 2023.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

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