Live Oak Private Wealth’s Newmont NEM Stock Holding History

Live Oak Private Wealth’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	$11M	Sell	117,910 -5,119	-4%	-$558K	1.38%	23
2026 Q1	$13.3M	Sell	123,029 -20,775	-14%	-$2.39M	1.86%	14
2025 Q4	$14.4M	Sell	143,804 -1,439	-1%	-$130K	1.96%	14
2025 Q3	$12.2M	Buy	145,243 +401	+0.3%	+$28K	1.71%	15
2025 Q2	$8.44M	Buy	144,842 +207	+0.1%	+$11.1K	1.26%	29
2025 Q1	$6.98M	Buy	144,635 +7,541	+6%	+$331K	1.13%	34
2024 Q4	$5.1M	Sell	137,094 -48	-0%	-$2.19K	0.86%	45
2024 Q3	$7.33M	Buy	137,142 +789	+0.6%	+$39.2K	1.19%	33
2024 Q2	$5.71M	Sell	136,353 -512	-0.4%	-$20.9K	0.98%	43
2024 Q1	$4.91M	Buy	+136,865	New	+$4.72M	0.85%	45

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

Live Oak Private Wealth's NEM Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Newmont (NEM) stake by 4.2% in Q2 2026, selling an estimated $558K and leaving 117,910 shares worth $11M. The position accounts for 1.38% of the portfolio, ranked #23.

Live Oak Private Wealth first reported a position in NEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.4M in Q4 2025. 1,782 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Live Oak Private Wealth held 117,910 shares of Newmont worth $11M as of Q2 2026.
Live Oak Private Wealth sold 5,119 Newmont shares in Q2 2026, an estimated $558K.
Newmont made up 1.38% of Live Oak Private Wealth's portfolio in Q2 2026, its #23 holding.
Live Oak Private Wealth first reported a position in Newmont in Q1 2024 and has held it in 10 quarters since.
Live Oak Private Wealth's Newmont position peaked at $14.4M in Q4 2025.
1,782 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.