Modera Wealth Management’s Newmont NEM Stock Holding History

Modera 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 Q2	$573K	Buy	6,133 +1	+0%	+$109	0.01%	437
2026 Q1	$664K	Buy	6,132 +1,875	+44%	+$216K	0.01%	393
2025 Q4	$425K	Buy	4,257 +150	+4%	+$13.6K	﹤0.01%	487
2025 Q3	$346K	Sell	4,107 -186	-4%	-$13K	﹤0.01%	515
2025 Q2	$250K	Buy	+4,293	New	+$229K	﹤0.01%	571
2022 Q1	–	Sell	-5,571	Closed	-$346K	–	513
2021 Q4	$346K	Buy	+5,571	New	+$316K	0.01%	365

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

Modera Wealth Management's NEM Position: Q2 2026 in Review

Modera Wealth Management increased its Newmont (NEM) stake by 0.02% in Q2 2026, buying an estimated $109 and bringing the position to 6,133 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #437.

Modera Wealth Management first reported a position in NEM in Q4 2021 and has held it in 6 quarters since. The position peaked at $664K in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Modera Wealth Management held 6,133 shares of Newmont worth $573K as of Q2 2026.
Modera Wealth Management bought 1 Newmont share in Q2 2026, an estimated $109.
Newmont made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #437 holding.
Modera Wealth Management first reported a position in Newmont in Q4 2021 and has held it in 6 quarters since.
Modera Wealth Management's Newmont position peaked at $664K in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.