Koa Wealth Management
NEM icon

Koa Wealth Management’s Newmont NEM Stock Holding History

Koa 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
Q3 		$4.43M Sell
38,426
-832
-2% -$93.1K 2.87% 9
2026
Q2 		$3.67M Sell
39,258
-1
-0% -$109 2.49% 12
2026
Q1 		$4.25M Sell
39,259
-1,117
-3% -$129K 3.07% 7
2025
Q4 		$4.03M Sell
40,376
-967
-2% -$87.4K 2.77% 8
2025
Q3 		$3.49M Sell
41,343
-1,077
-3% -$75.1K 2.58% 10
2025
Q2 		$2.47M Sell
42,420
-8,484
-17% -$453K 1.96% 17
2025
Q1 		$2.46M Buy
50,904
+25,812
+103% +$1.13M 1.98% 15
2024
Q4 		$934K Buy
+25,092
New +$1.14M 0.76% 33

Other funds holding NEM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Koa Wealth Management's NEM Position: Q3 2026 in Review

Koa Wealth Management reduced its Newmont (NEM) stake by 2.1% in Q3 2026, selling an estimated $93.1K and leaving 38,426 shares worth $4.43M. The position accounts for 2.87% of the portfolio, ranked #9.

Koa Wealth Management first reported a position in NEM in Q4 2024 and has held it in 8 quarters since. 699 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Koa Wealth Management held 38,426 shares of Newmont worth $4.43M as of Q3 2026.
  • Koa Wealth Management sold 832 Newmont shares in Q3 2026, an estimated $93.1K.
  • Newmont made up 2.87% of Koa Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Koa Wealth Management first reported a position in Newmont in Q4 2024 and has held it in 8 quarters since.
  • 699 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.