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Measured Wealth Private Client Group’s Newmont NEM Stock Holding History

Measured Wealth Private Client Group’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 		$237K Buy
2,538
+122
+5% +$13.3K 0.06% 182
2026
Q1 		$262K Sell
2,416
-181
-7% -$20.9K 0.07% 154
2025
Q4 		$259K Buy
2,597
+22
+0.9% +$1.99K 0.07% 156
2025
Q3 		$217K Buy
+2,575
New +$180K 0.06% 169

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 $3.37T AUM 44.26% 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

Measured Wealth Private Client Group's NEM Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Newmont (NEM) stake by 5% in Q2 2026, buying an estimated $13.3K and bringing the position to 2,538 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #182.

Measured Wealth Private Client Group first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Measured Wealth Private Client Group held 2,538 shares of Newmont worth $237K as of Q2 2026.
  • Measured Wealth Private Client Group bought 122 Newmont shares in Q2 2026, an estimated $13.3K.
  • Newmont made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #182 holding.
  • Measured Wealth Private Client Group first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Newmont position peaked at $262K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.