Naviter Wealth’s Newmont NEM Stock Holding History

Naviter 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	$206K	Sell	2,202 -4	-0.2%	-$436	0.02%	292
2026 Q1	$239K	Buy	2,206 +107	+5%	+$12.3K	0.03%	255
2025 Q4	$210K	Buy	+2,099	New	+$190K	0.03%	265

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

Naviter Wealth's NEM Position: Q2 2026 in Review

Naviter Wealth reduced its Newmont (NEM) stake by 0.18% in Q2 2026, selling an estimated $436 and leaving 2,202 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #292.

Naviter Wealth first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q1 2026. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Naviter Wealth held 2,202 shares of Newmont worth $206K as of Q2 2026.
Naviter Wealth sold 4 Newmont shares in Q2 2026, an estimated $436.
Newmont made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #292 holding.
Naviter Wealth first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
Naviter Wealth's Newmont position peaked at $239K in Q1 2026.
1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.