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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tred Avon Family Wealth's NEM Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Newmont (NEM) stake by 36% in Q1 2026, selling an estimated $239K and leaving 3,687 shares worth $399K. The position accounts for 0.13% of the portfolio, ranked #195.

Tred Avon Family Wealth first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $576K in Q4 2025. 1,830 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Tred Avon Family Wealth held 3,687 shares of Newmont worth $399K as of Q1 2026.
  • Tred Avon Family Wealth sold 2,077 Newmont shares in Q1 2026, an estimated $239K.
  • Newmont made up 0.13% of Tred Avon Family Wealth's portfolio in Q1 2026, its #195 holding.
  • Tred Avon Family Wealth first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Newmont position peaked at $576K in Q4 2025.
  • 1,830 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.