Trifecta Capital Advisors’s Newmont NEM Stock Holding History

Trifecta Capital 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 Q2	$281	Sell	3 -5	-63%	-$545	﹤0.01%	449
2026 Q1	$866	Buy	+8	New	+$922	﹤0.01%	266
2025 Q4	–	Sell	-26	Closed	-$2.19K	–	385
2025 Q3	$2.19K	Hold	26	–	–	﹤0.01%	325
2025 Q2	$1.51K	Buy	26 +8	+44%	+$427	﹤0.01%	377
2025 Q1	$870	Hold	18	–	–	﹤0.01%	391
2024 Q4	$670	Hold	18	–	–	﹤0.01%	392
2024 Q3	$963	Hold	18	–	–	﹤0.01%	379
2024 Q2	$754	Hold	18	–	–	﹤0.01%	397
2024 Q1	$646	Hold	18	–	–	﹤0.01%	400
2023 Q4	$746	Sell	18 -7	-28%	-$270	﹤0.01%	416
2023 Q3	$924	Hold	25	–	–	﹤0.01%	377
2023 Q2	$1.07K	Sell	25 -1,500	-98%	-$68.1K	﹤0.01%	366
2023 Q1	$74.8K	Hold	1,525	–	–	0.03%	124
2022 Q4	$72K	Buy	+1,525	New	+$68.1K	0.03%	113

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Trifecta Capital Advisors's NEM Position: Q2 2026 in Review

Trifecta Capital Advisors reduced its Newmont (NEM) stake by 63% in Q2 2026, selling an estimated $545 and leaving 3 shares worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Trifecta Capital Advisors first reported a position in NEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $74.8K in Q1 2023. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Trifecta Capital Advisors held 3 shares of Newmont worth $281 as of Q2 2026.
Trifecta Capital Advisors sold 5 Newmont shares in Q2 2026, an estimated $545.
Newmont made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #449 holding.
Trifecta Capital Advisors first reported a position in Newmont in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Newmont position peaked at $74.8K in Q1 2023.
1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.