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Waverly Advisors’s Newmont NEM Stock Holding History

Waverly 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 		$6.95M Sell
74,406
-535
-0.7% -$58.3K 0.04% 365
2026
Q1 		$8.11M Sell
74,941
-3,500
-4% -$403K 0.06% 305
2025
Q4 		$7.83M Buy
78,441
+2,063
+3% +$186K 0.06% 287
2025
Q3 		$6.44M Buy
76,378
+5,072
+7% +$354K 0.06% 276
2025
Q2 		$4.15M Sell
71,306
-226
-0.3% -$12.1K 0.05% 338
2025
Q1 		$3.45M Buy
71,532
+6,905
+11% +$303K 0.04% 360
2024
Q4 		$2.41M Buy
64,627
+7,744
+14% +$353K 0.04% 349
2024
Q3 		$3.04M Sell
56,883
-478
-0.8% -$23.7K 0.06% 266
2024
Q2 		$2.4M Buy
57,361
+48,169
+524% +$1.97M 0.05% 285
2024
Q1 		$329K Buy
+9,192
New +$317K 0.01% 547
2014
Q3 		– Sell
-285
Closed -$7K – 779
2014
Q2 		$7K Hold
285
– – ﹤0.01% 525
2014
Q1 		$7K Sell
285
-32
-10% -$762 ﹤0.01% 490
2013
Q4 		$7K Hold
317
– – ﹤0.01% 620
2013
Q3 		$9K Buy
+317
New +$9.4K ﹤0.01% 450

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

Waverly Advisors's NEM Position: Q2 2026 in Review

Waverly Advisors reduced its Newmont (NEM) stake by 0.71% in Q2 2026, selling an estimated $58.3K and leaving 74,406 shares worth $6.95M. The position accounts for 0.04% of the portfolio, ranked #365.

Waverly Advisors first reported a position in NEM in Q3 2013 and has held it in 14 quarters since. The position peaked at $8.11M in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Waverly Advisors held 74,406 shares of Newmont worth $6.95M as of Q2 2026.
  • Waverly Advisors sold 535 Newmont shares in Q2 2026, an estimated $58.3K.
  • Newmont made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #365 holding.
  • Waverly Advisors first reported a position in Newmont in Q3 2013 and has held it in 14 quarters since.
  • Waverly Advisors's Newmont position peaked at $8.11M in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.