Modern Wealth Management’s Newmont NEM Stock Holding History

Modern 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	$717K	Buy	7,682 +1,924	+33%	+$210K	0.01%	611
2026 Q1	$655K	Sell	5,758 -330	-5%	-$38K	0.01%	518
2025 Q4	$608K	Buy	6,088 +295	+5%	+$26.7K	0.01%	498
2025 Q3	$488K	Buy	5,793 +1,576	+37%	+$110K	0.01%	511
2025 Q2	$246K	Buy	+4,217	New	+$225K	0.01%	673
2024 Q4	–	Sell	-4,145	Closed	-$222K	–	594
2024 Q3	$222K	Buy	+4,145	New	+$206K	0.01%	397

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

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

Modern Wealth Management increased its Newmont (NEM) stake by 33% in Q2 2026, buying an estimated $210K and bringing the position to 7,682 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #611.

Modern Wealth Management first reported a position in NEM in Q3 2024 and has held it in 6 quarters since. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Modern Wealth Management held 7,682 shares of Newmont worth $717K as of Q2 2026.
Modern Wealth Management bought 1,924 Newmont shares in Q2 2026, an estimated $210K.
Newmont made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #611 holding.
Modern Wealth Management first reported a position in Newmont in Q3 2024 and has held it in 6 quarters since.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.