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Tred Avon Family Wealth’s Newmont NEM Stock Holding History

Tred Avon Family Wealth’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 		$339K Sell
3,627
-60
-2% -$6.54K 0.1% 215
2026
Q1 		$399K Sell
3,687
-2,077
-36% -$239K 0.13% 195
2025
Q4 		$576K Sell
5,764
-16
-0.3% -$1.45K 0.19% 147
2025
Q3 		$487K Buy
+5,780
New +$403K 0.17% 153

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tred Avon Family Wealth's NEM Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Newmont (NEM) stake by 1.6% in Q2 2026, selling an estimated $6.54K and leaving 3,627 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #215.

Tred Avon Family Wealth first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $576K in Q4 2025. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Tred Avon Family Wealth held 3,627 shares of Newmont worth $339K as of Q2 2026.
  • Tred Avon Family Wealth sold 60 Newmont shares in Q2 2026, an estimated $6.54K.
  • Newmont made up 0.1% of Tred Avon Family Wealth's portfolio in Q2 2026, its #215 holding.
  • Tred Avon Family Wealth first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Newmont position peaked at $576K in Q4 2025.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.