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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
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 $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

KDK Private Wealth Management's NEM Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Newmont (NEM) stake by 34% in Q1 2026, selling an estimated $121K and leaving 2,008 shares worth $217K. The position accounts for 0.2% of the portfolio, ranked #56.

KDK Private Wealth Management first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • KDK Private Wealth Management held 2,008 shares of Newmont worth $217K as of Q1 2026.
  • KDK Private Wealth Management sold 1,051 Newmont shares in Q1 2026, an estimated $121K.
  • Newmont made up 0.2% of KDK Private Wealth Management's portfolio in Q1 2026, its #56 holding.
  • KDK Private Wealth Management first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • KDK Private Wealth Management's Newmont position peaked at $305K in Q4 2025.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.