WBI Investments’s Newmont NEM Stock Holding History

WBI Investments’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	$272K	Sell	2,909 -5,632	-66%	-$613K	0.07%	254
2026 Q1	$925K	Buy	+8,541	New	+$985K	0.26%	117
2022 Q2	–	Sell	-17,360	Closed	-$1.38M	–	170
2022 Q1	$1.38M	Sell	17,360 -36,279	-68%	-$2.45M	0.22%	101
2021 Q4	$3.31M	Buy	53,639 +49,610	+1,231%	+$2.81M	0.53%	44
2021 Q3	$205K	Sell	4,029 -1,311	-25%	-$77.3K	0.03%	178
2021 Q2	$338K	Sell	5,340 -30,206	-85%	-$2.02M	0.05%	155
2021 Q1	$2.14M	Sell	35,546 -6,503	-15%	-$389K	0.34%	62
2020 Q4	$2.52M	Buy	+42,049	New	+$2.59M	0.38%	62

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WBI Investments's NEM Position: Q2 2026 in Review

WBI Investments reduced its Newmont (NEM) stake by 66% in Q2 2026, selling an estimated $613K and leaving 2,909 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #254.

WBI Investments first reported a position in NEM in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.31M in Q4 2021. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

WBI Investments held 2,909 shares of Newmont worth $272K as of Q2 2026.
WBI Investments sold 5,632 Newmont shares in Q2 2026, an estimated $613K.
Newmont made up 0.07% of WBI Investments's portfolio in Q2 2026, its #254 holding.
WBI Investments first reported a position in Newmont in Q4 2020 and has held it in 8 quarters since.
WBI Investments's Newmont position peaked at $3.31M in Q4 2021.
1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.