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 Q1	$65K	Buy	600 +200	+50%	+$23.1K	0.02%	113
2025 Q4	$39.9K	Buy	+400	New	+$36.1K	0.01%	111

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 Family Advisors's NEM Position: Q1 2026 in Review

Oak Family Advisors increased its Newmont (NEM) stake by 43% in Q1 2026, buying an estimated $1.57M and bringing the position to 45,107 shares worth $4.88M. The position accounts for 1.37% of the portfolio, ranked #29.

Oak Family Advisors first reported a position in NEM in Q4 2020 and has held it in 14 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Oak Family Advisors held 45,107 shares of Newmont worth $4.88M as of Q1 2026.
Oak Family Advisors bought 13,605 Newmont shares in Q1 2026, an estimated $1.57M.
Newmont made up 1.37% of Oak Family Advisors's portfolio in Q1 2026, its #29 holding.
Oak Family Advisors first reported a position in Newmont in Q4 2020 and has held it in 14 quarters since.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.