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True Wealth Design’s Newmont NEM Stock Holding History

True Wealth Design’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 		$118K Sell
1,259
-82
-6% -$8.93K 0.03% 214
2026
Q1 		$145K Buy
1,341
+5
+0.4% +$576 0.04% 136
2025
Q4 		$133K Buy
1,336
+689
+106% +$62.3K 0.04% 137
2025
Q3 		$54.5K Buy
647
+513
+383% +$35.8K 0.02% 294
2025
Q2 		$7.8K Buy
134
+27
+25% +$1.44K ﹤0.01% 665
2025
Q1 		$5.16K Buy
107
+60
+128% +$2.63K ﹤0.01% 681
2024
Q4 		$1.74K Buy
47
+21
+81% +$957 ﹤0.01% 776
2024
Q3 		$1.39K Buy
26
+6
+30% +$298 ﹤0.01% 887
2024
Q2 		$838 Hold
20
– – ﹤0.01% 548
2024
Q1 		$717 Sell
20
-158
-89% -$5.45K ﹤0.01% 541
2023
Q4 		$7.37K Buy
178
+167
+1,518% +$6.45K ﹤0.01% 244
2023
Q3 		$407 Hold
11
– – ﹤0.01% 469
2023
Q2 		$470 Hold
11
– – ﹤0.01% 458
2023
Q1 		$540 Hold
11
– – ﹤0.01% 508
2022
Q4 		$519 Buy
+11
New +$491 ﹤0.01% 445

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 $3.37T AUM 44.26% 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

True Wealth Design's NEM Position: Q2 2026 in Review

True Wealth Design reduced its Newmont (NEM) stake by 6.1% in Q2 2026, selling an estimated $8.93K and leaving 1,259 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #214.

True Wealth Design first reported a position in NEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $145K in Q1 2026. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • True Wealth Design held 1,259 shares of Newmont worth $118K as of Q2 2026.
  • True Wealth Design sold 82 Newmont shares in Q2 2026, an estimated $8.93K.
  • Newmont made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #214 holding.
  • True Wealth Design first reported a position in Newmont in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Newmont position peaked at $145K in Q1 2026.
  • 1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.