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Kestra Private Wealth Services’s Newmont NEM Stock Holding History

Kestra Private Wealth Services’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 		$3.1M Sell
33,202
-2,325
-7% -$253K 0.03% 464
2026
Q1 		$3.85M Sell
35,527
-8,754
-20% -$1.01M 0.05% 386
2025
Q4 		$4.42M Sell
44,281
-349
-0.8% -$31.5K 0.05% 343
2025
Q3 		$3.76M Sell
44,630
-1,622
-4% -$113K 0.05% 367
2025
Q2 		$2.69M Sell
46,252
-2,686
-5% -$143K 0.04% 423
2025
Q1 		$2.36M Buy
48,938
+8,509
+21% +$374K 0.04% 419
2024
Q4 		$1.5M Buy
40,429
+1,925
+5% +$87.7K 0.03% 513
2024
Q3 		$2.06M Sell
38,504
-1,062
-3% -$52.8K 0.04% 411
2024
Q2 		$1.66M Sell
39,566
-1,379
-3% -$56.4K 0.03% 436
2024
Q1 		$1.47M Buy
40,945
+19,358
+90% +$667K 0.03% 457
2023
Q4 		$893K Buy
21,587
+5,946
+38% +$230K 0.02% 558
2023
Q3 		$578K Sell
15,641
-411
-3% -$16.7K 0.02% 621
2023
Q2 		$685K Sell
16,052
-96
-0.6% -$4.36K 0.02% 531
2023
Q1 		$792K Buy
16,148
+4,659
+41% +$226K 0.03% 474
2022
Q4 		$542K Sell
11,489
-841
-7% -$37.5K 0.03% 501
2022
Q3 		$518K Buy
12,330
+844
+7% +$39.4K 0.03% 484
2022
Q2 		$685K Sell
11,486
-1,839
-14% -$130K 0.04% 416
2022
Q1 		$1.06M Buy
13,325
+1,283
+11% +$86.8K 0.05% 364
2021
Q4 		$747K Buy
12,042
+3,458
+40% +$196K 0.04% 473
2021
Q3 		$466K Buy
8,584
+2,681
+45% +$158K 0.03% 561
2021
Q2 		$374K Sell
5,903
-1,259
-18% -$84.4K 0.02% 594
2021
Q1 		$432K Sell
7,162
-201
-3% -$12K 0.03% 487
2020
Q4 		$445K Buy
7,363
+2,074
+39% +$128K 0.03% 466
2020
Q3 		$336K Buy
+5,289
New +$345K 0.03% 466

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's NEM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Newmont (NEM) stake by 6.5% in Q2 2026, selling an estimated $253K and leaving 33,202 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #464.

Kestra Private Wealth Services first reported a position in NEM in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.42M in Q4 2025. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Kestra Private Wealth Services held 33,202 shares of Newmont worth $3.1M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,325 Newmont shares in Q2 2026, an estimated $253K.
  • Newmont made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #464 holding.
  • Kestra Private Wealth Services first reported a position in Newmont in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Newmont position peaked at $4.42M in Q4 2025.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.