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Oak Family Advisors’s Newmont NEM Stock Holding History

Oak Family Advisors’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 		$2.75M Sell
29,431
-15,676
-35% -$1.71M 0.7% 39
2026
Q1 		$4.88M Buy
45,107
+13,605
+43% +$1.57M 1.37% 29
2025
Q4 		$3.15M Sell
31,502
-4,404
-12% -$398K 0.86% 37
2025
Q3 		$3.03M Sell
35,906
-31,403
-47% -$2.19M 0.76% 41
2025
Q2 		$3.92M Buy
67,309
+33,139
+97% +$1.77M 1.24% 29
2025
Q1 		$1.65M Buy
34,170
+5,579
+20% +$245K 0.56% 46
2024
Q4 		$1.06M Buy
28,591
+3
+0% +$137 0.39% 56
2024
Q3 		$1.53M Sell
28,588
-9,217
-24% -$458K 0.47% 50
2024
Q2 		$1.58M Sell
37,805
-14,908
-28% -$610K 0.54% 46
2024
Q1 		$1.89M Buy
52,713
+15,856
+43% +$547K 0.73% 42
2023
Q4 		$1.53M Buy
36,857
+1,239
+3% +$47.8K 0.64% 46
2023
Q3 		$1.32M Buy
+35,618
New +$1.45M 0.62% 41
2021
Q3 		– Sell
-21,520
Closed -$1.36M – 150
2021
Q2 		$1.36M Buy
21,520
+8,345
+63% +$559K 0.57% 38
2021
Q1 		$794K Sell
13,175
-415
-3% -$24.8K 0.34% 47
2020
Q4 		$814K Buy
+13,590
New +$837K 0.42% 49

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Oak Family Advisors's NEM Position: Q2 2026 in Review

Oak Family Advisors reduced its Newmont (NEM) stake by 35% in Q2 2026, selling an estimated $1.71M and leaving 29,431 shares worth $2.75M. The position accounts for 0.7% of the portfolio, ranked #39.

Oak Family Advisors first reported a position in NEM in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.88M in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Oak Family Advisors held 29,431 shares of Newmont worth $2.75M as of Q2 2026.
  • Oak Family Advisors sold 15,676 Newmont shares in Q2 2026, an estimated $1.71M.
  • Newmont made up 0.7% of Oak Family Advisors's portfolio in Q2 2026, its #39 holding.
  • Oak Family Advisors first reported a position in Newmont in Q4 2020 and has held it in 15 quarters since.
  • Oak Family Advisors's Newmont position peaked at $4.88M in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.