Kingswood Wealth Advisors’s Newmont NEM Stock Holding History

Kingswood 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	$273K	Buy	2,927 +594	+25%	+$64.7K	0.01%	819
2026 Q1	$253K	Buy	+2,333	New	+$269K	0.01%	787
2024 Q4	–	Sell	-6,385	Closed	-$341K	–	871
2024 Q3	$341K	Buy	6,385 +2	+0%	+$99	0.02%	546
2024 Q2	$267K	Buy	+6,383	New	+$261K	0.02%	554
2024 Q1	–	Sell	-9,895	Closed	-$410K	–	670
2023 Q4	$410K	Sell	9,895 -178	-2%	-$6.87K	0.05%	392
2023 Q3	$372K	Buy	+10,073	New	+$410K	0.06%	299

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

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

Kingswood Wealth Advisors increased its Newmont (NEM) stake by 25% in Q2 2026, buying an estimated $64.7K and bringing the position to 2,927 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #819.

Kingswood Wealth Advisors first reported a position in NEM in Q3 2023 and has held it in 6 quarters since. The position peaked at $410K in Q4 2023. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Kingswood Wealth Advisors held 2,927 shares of Newmont worth $273K as of Q2 2026.
Kingswood Wealth Advisors bought 594 Newmont shares in Q2 2026, an estimated $64.7K.
Newmont made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #819 holding.
Kingswood Wealth Advisors first reported a position in Newmont in Q3 2023 and has held it in 6 quarters since.
Kingswood Wealth Advisors's Newmont position peaked at $410K in Q4 2023.
1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.