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Venturi Wealth Management’s Newmont NEM Stock Holding History

Venturi Wealth Management’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 		$298K Buy
3,191
+211
+7% +$23K 0.01% 507
2026
Q1 		$323K Buy
2,980
+477
+19% +$55K 0.01% 444
2025
Q4 		$250K Buy
+2,503
New +$226K 0.01% 497
2025
Q1 		– Sell
-1,972
Closed -$73.4K – 1383
2024
Q4 		$73.4K Buy
1,972
+1,513
+330% +$69K ﹤0.01% 892
2024
Q3 		$24.5K Sell
459
-803
-64% -$39.9K ﹤0.01% 963
2024
Q2 		$52.8K Buy
1,262
+1,078
+586% +$44.1K ﹤0.01% 653
2024
Q1 		$6.59K Sell
184
-2,383
-93% -$82.1K ﹤0.01% 1017
2023
Q4 		$106K Buy
2,567
+623
+32% +$24.1K 0.01% 407
2023
Q3 		$71.8K Buy
1,944
+2
+0.1% +$81 0.01% 436
2023
Q2 		$82.8K Buy
1,942
+22
+1% +$999 0.01% 390
2023
Q1 		$94.1K Buy
+1,920
New +$93.1K 0.01% 413

Other funds holding NEM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Venturi Wealth Management's NEM Position: Q2 2026 in Review

Venturi Wealth Management increased its Newmont (NEM) stake by 7.1% in Q2 2026, buying an estimated $23K and bringing the position to 3,191 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #507.

Venturi Wealth Management first reported a position in NEM in Q1 2023 and has held it in 11 quarters since. The position peaked at $323K in Q1 2026. 390 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Venturi Wealth Management held 3,191 shares of Newmont worth $298K as of Q2 2026.
  • Venturi Wealth Management bought 211 Newmont shares in Q2 2026, an estimated $23K.
  • Newmont made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #507 holding.
  • Venturi Wealth Management first reported a position in Newmont in Q1 2023 and has held it in 11 quarters since.
  • Venturi Wealth Management's Newmont position peaked at $323K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.