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Valeo Financial Advisors’s Newmont NEM Stock Holding History

Valeo Financial 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 		– Sell
-1,000
Closed -$99.8K – 854
2025
Q4 		$99.8K Buy
+1,000
New +$90.4K ﹤0.01% 793
2024
Q2 		– Sell
-500
Closed -$19 – 707
2024
Q1 		$19 Buy
+500
New +$17.2K ﹤0.01% 663
2019
Q4 		– Sell
-1,000
Closed -$38K – 1686
2019
Q3 		$38K Hold
1,000
– – ﹤0.01% 685
2019
Q2 		$38K Buy
+1,000
New +$33.8K ﹤0.01% 678

Other funds holding NEM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Valeo Financial Advisors's NEM Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Newmont (NEM) stake by 7.3% in Q2 2026, selling an estimated $47.9K and leaving 5,622 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #435.

Valeo Financial Advisors first reported a position in NEM in Q2 2018 and has held it in 28 quarters since. The position peaked at $960K in Q4 2025. 725 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Valeo Financial Advisors held 5,622 shares of Newmont worth $525K as of Q2 2026.
  • Valeo Financial Advisors sold 440 Newmont shares in Q2 2026, an estimated $47.9K.
  • Newmont made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #435 holding.
  • Valeo Financial Advisors first reported a position in Newmont in Q2 2018 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Newmont position peaked at $960K in Q4 2025.
  • 725 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.