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KDK Private Wealth Management’s Newmont NEM Stock Holding History

KDK Private Wealth Management’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
-2,008
Closed -$217K – 61
2026
Q1 		$217K Sell
2,008
-1,051
-34% -$121K 0.2% 56
2025
Q4 		$305K Buy
3,059
+68
+2% +$6.14K 0.27% 51
2025
Q3 		$252K Buy
+2,991
New +$209K 0.26% 50

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KDK Private Wealth Management's NEM Position: Q2 2026 in Review

KDK Private Wealth Management sold out of Newmont (NEM) in Q2 2026, closing a stake of 2,008 shares — an estimated $217K sold.

KDK Private Wealth Management first reported a position in NEM in Q3 2025 and held it in 3 quarters. The position peaked at $305K in Q4 2025. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • KDK Private Wealth Management reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
  • KDK Private Wealth Management sold 2,008 Newmont shares in Q2 2026, an estimated $217K.
  • KDK Private Wealth Management first reported a position in Newmont in Q3 2025 and held it in 3 quarters.
  • KDK Private Wealth Management's Newmont position peaked at $305K in Q4 2025.
  • 1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.