IVC Wealth Advisors’s Newmont NEM Stock Holding History

IVC 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	$1.25M	Hold	13,396	–	–	0.49%	38
2026 Q1	$1.45M	Sell	13,396 -605	-4%	-$69.7K	0.63%	29
2025 Q4	$1.4M	Sell	14,001 -212	-1%	-$19.2K	0.61%	28
2025 Q3	$1.2M	Buy	14,213 +266	+2%	+$18.6K	0.54%	34
2025 Q2	$813K	Buy	13,947 +173	+1%	+$9.23K	0.4%	54
2025 Q1	$665K	Buy	13,774 +1,085	+9%	+$47.6K	0.36%	59
2024 Q4	$472K	Sell	12,689 -282	-2%	-$12.9K	0.26%	76
2024 Q3	$693K	Sell	12,971 -3,620	-22%	-$180K	0.38%	62
2024 Q2	$695K	Sell	16,591 -109	-0.7%	-$4.46K	0.39%	61
2024 Q1	$599K	Buy	16,700 +2,113	+14%	+$72.8K	0.35%	66
2023 Q4	$604K	Buy	14,587 +788	+6%	+$30.4K	0.38%	67
2023 Q3	$510K	Buy	+13,799	New	+$561K	0.34%	73

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

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

IVC Wealth Advisors held its Newmont (NEM) position steady in Q2 2026 at 13,396 shares worth $1.25M. The position accounts for 0.49% of the portfolio, ranked #38.

IVC Wealth Advisors first reported a position in NEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.45M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

IVC Wealth Advisors held 13,396 shares of Newmont worth $1.25M as of Q2 2026.
IVC Wealth Advisors left its Newmont share count unchanged in Q2 2026.
Newmont made up 0.49% of IVC Wealth Advisors's portfolio in Q2 2026, its #38 holding.
IVC Wealth Advisors first reported a position in Newmont in Q3 2023 and has held it in 12 quarters since.
IVC Wealth Advisors's Newmont position peaked at $1.45M in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

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