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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trifecta Capital Advisors's NEM Position: Q1 2026 in Review

Trifecta Capital Advisors opened a new position in Newmont (NEM) in Q1 2026: 8 shares worth $866. The stake represents ﹤0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in NEM as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in NEM in Q4 2022 and has held it in 13 quarters since. The position peaked at $74.8K in Q1 2023. 1,830 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Trifecta Capital Advisors held 8 shares of Newmont worth $866 as of Q1 2026.
Newmont was a new Trifecta Capital Advisors position in Q1 2026.
Newmont made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #266 holding.
Trifecta Capital Advisors first reported a position in Newmont in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Newmont position peaked at $74.8K in Q1 2023.
1,830 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.