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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s NEM Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Newmont (NEM) in Q1 2026, closing a stake of 5,650 shares — an estimated $564K sold.

Heritage Wealth Management (Ohio) first reported a position in NEM in Q2 2024 and held it in 7 quarters. The position peaked at $564K in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 5,650 Newmont shares in Q1 2026, an estimated $564K.
  • Heritage Wealth Management (Ohio) first reported a position in Newmont in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Newmont position peaked at $564K in Q4 2025.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.