Perennial Investment Advisors’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$666K Buy
6,155
+1,619
+36% +$187K 0.05% 247
2025
Q4
$453K Buy
+4,536
New +$410K 0.04% 294

Other funds holding NEM

Perennial Investment Advisors's NEM Position: Q1 2026 in Review

Perennial Investment Advisors increased its Newmont (NEM) stake by 36% in Q1 2026, buying an estimated $187K and bringing the position to 6,155 shares worth $666K. The position accounts for 0.05% of the portfolio, ranked #247.

Perennial Investment Advisors first reported a position in NEM in Q4 2025 and has held it in 2 quarters since. 1,829 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Perennial Investment Advisors held 6,155 shares of Newmont worth $666K as of Q1 2026.
  • Perennial Investment Advisors bought 1,619 Newmont shares in Q1 2026, an estimated $187K.
  • Newmont made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #247 holding.
  • Perennial Investment Advisors first reported a position in Newmont in Q4 2025 and has held it in 2 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.