Heritage Wealth Management (Ohio)’s Newmont NEM Stock Holding History

Heritage Wealth Management (Ohio)’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	$509K	Buy	+5,450	New	+$594K	0.13%	160
2026 Q1	–	Sell	-5,650	Closed	-$564K	–	214
2025 Q4	$564K	Sell	5,650 -300	-5%	-$27.1K	0.16%	140
2025 Q3	$502K	Hold	5,950	–	–	0.15%	143
2025 Q2	$347K	Sell	5,950 -445	-7%	-$23.8K	0.11%	173
2025 Q1	$309K	Hold	6,395	–	–	0.11%	179
2024 Q4	$238K	Buy	6,395 +600	+10%	+$27.3K	0.08%	206
2024 Q3	$310K	Buy	5,795 +430	+8%	+$21.4K	0.1%	180
2024 Q2	$239K	Buy	+5,365	New	+$219K	0.08%	201

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 $3.37T AUM 44.26% 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

Heritage Wealth Management (Ohio)'s NEM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Newmont (NEM) in Q2 2026: 5,450 shares worth $509K. The stake represents 0.13% of the portfolio and ranks #160 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in NEM as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in NEM in Q2 2024 and has held it in 8 quarters since. The position peaked at $564K in Q4 2025. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Heritage Wealth Management (Ohio) held 5,450 shares of Newmont worth $509K as of Q2 2026.
Newmont was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Newmont made up 0.13% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #160 holding.
Heritage Wealth Management (Ohio) first reported a position in Newmont in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Newmont position peaked at $564K in Q4 2025.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.