Oak Associates’s Newmont NEM Stock Holding History

Oak Associates’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 Q1	$3M	Sell	27,679 -954	-3%	-$110K	0.2%	69
2025 Q4	$2.86M	Hold	28,633	–	–	0.17%	64
2025 Q3	$2.41M	Buy	28,633 +24,253	+554%	+$1.69M	0.15%	67
2025 Q2	$255K	Buy	+4,380	New	+$234K	0.02%	124

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oak Associates's NEM Position: Q1 2026 in Review

Oak Associates reduced its Newmont (NEM) stake by 3.3% in Q1 2026, selling an estimated $110K and leaving 27,679 shares worth $3M. The position accounts for 0.2% of the portfolio, ranked #69.

Oak Associates first reported a position in NEM in Q2 2025 and has held it in 4 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Oak Associates held 27,679 shares of Newmont worth $3M as of Q1 2026.
Oak Associates sold 954 Newmont shares in Q1 2026, an estimated $110K.
Newmont made up 0.2% of Oak Associates's portfolio in Q1 2026, its #69 holding.
Oak Associates first reported a position in Newmont in Q2 2025 and has held it in 4 quarters since.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.