Sequoia Financial 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
Q2
$3.59M Sell
38,452
-2,727
-7% -$297K 0.02% 424
2026
Q1
$4.46M Buy
41,179
+8,301
+25% +$957K 0.02% 346
2025
Q4
$3.28M Buy
32,878
+10,970
+50% +$991K 0.02% 430
2025
Q3
$1.85M Buy
21,908
+3,302
+18% +$230K 0.01% 560
2025
Q2
$1.08M Buy
18,606
+3,172
+21% +$169K 0.01% 657
2025
Q1
$745K Buy
15,434
+4,415
+40% +$194K 0.01% 721
2024
Q4
$410K Sell
11,019
-2,363
-18% -$108K ﹤0.01% 883
2024
Q3
$715K Buy
13,382
+3,498
+35% +$174K 0.01% 638
2024
Q2
$414K Buy
9,884
+2,227
+29% +$91.1K 0.01% 766
2024
Q1
$274K Sell
7,657
-6,684
-47% -$230K ﹤0.01% 899
2023
Q4
$594K Buy
+14,341
New +$554K 0.01% 686
2023
Q3
– Sell
-4,859
Closed -$207K – 993
2023
Q2
$207K Buy
+4,859
New +$221K ﹤0.01% 856

Other funds holding NEM

Sequoia Financial Advisors's NEM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Newmont (NEM) stake by 6.6% in Q2 2026, selling an estimated $297K and leaving 38,452 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #424.

Sequoia Financial Advisors first reported a position in NEM in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.46M in Q1 2026. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Sequoia Financial Advisors held 38,452 shares of Newmont worth $3.59M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,727 Newmont shares in Q2 2026, an estimated $297K.
  • Newmont made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #424 holding.
  • Sequoia Financial Advisors first reported a position in Newmont in Q2 2023 and has held it in 12 quarters since.
  • Sequoia Financial Advisors's Newmont position peaked at $4.46M in Q1 2026.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.