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 Q3	$13.6M	Sell	117,765 -145	-0.1%	-$16.2K	1.64%	14
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%	+$11K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Live Oak Private Wealth's NEM Position: Q3 2026 in Review

Live Oak Private Wealth reduced its Newmont (NEM) stake by 0.12% in Q3 2026, selling an estimated $16.2K and leaving 117,765 shares worth $13.6M. The position accounts for 1.64% of the portfolio, ranked #14.

Live Oak Private Wealth first reported a position in NEM in Q1 2024 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2025. 1,097 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

Live Oak Private Wealth held 117,765 shares of Newmont worth $13.6M as of Q3 2026.
Live Oak Private Wealth sold 145 Newmont shares in Q3 2026, an estimated $16.2K.
Newmont made up 1.64% of Live Oak Private Wealth's portfolio in Q3 2026, its #14 holding.
Live Oak Private Wealth first reported a position in Newmont in Q1 2024 and has held it in 11 quarters since.
Live Oak Private Wealth's Newmont position peaked at $14.4M in Q4 2025.
1,097 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.