OFA
NEM icon

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 		$18.7K Buy
+200
New +$21.8K ﹤0.01% 110
2025
Q2 		– Sell
-1,000
Closed -$48.3K – 109
2025
Q1 		$48.3K Buy
1,000
+400
+67% +$17.6K 0.02% 102
2024
Q4 		$22.3K Buy
+600
New +$27.3K 0.01% 121

Other funds holding NEM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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. 652 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.
  • 652 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.