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Wellspring Financial Advisors’s Newmont NEM Stock Holding History

Wellspring 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
Q2 		$286K Buy
3,059
+2
+0.1% +$218 0.02% 225
2026
Q1 		$331K Sell
3,057
-1,443
-32% -$166K 0.02% 206
2025
Q4 		$449K Sell
4,500
-113
-2% -$10.2K 0.04% 153
2025
Q3 		$389K Hold
4,613
– – 0.04% 105
2025
Q2 		$269K Buy
+4,613
New +$246K 0.03% 118

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
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
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
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

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

Wellspring Financial Advisors increased its Newmont (NEM) stake by 0.07% in Q2 2026, buying an estimated $218 and bringing the position to 3,059 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #225.

Wellspring Financial Advisors first reported a position in NEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $449K in Q4 2025. 486 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Wellspring Financial Advisors held 3,059 shares of Newmont worth $286K as of Q2 2026.
  • Wellspring Financial Advisors bought 2 Newmont shares in Q2 2026, an estimated $218.
  • Newmont made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #225 holding.
  • Wellspring Financial Advisors first reported a position in Newmont in Q2 2025 and has held it in 5 quarters since.
  • Wellspring Financial Advisors's Newmont position peaked at $449K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.