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Whipplewood Advisors’s Newmont NEM Stock Holding History

Whipplewood 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 		$3.74K Sell
40
-71
-64% -$7.73K ﹤0.01% 352
2026
Q1 		$12K Buy
111
+61
+122% +$7.03K 0.01% 461
2025
Q4 		$4.99K Buy
50
+10
+25% +$904 ﹤0.01% 305
2025
Q3 		$3.37K Sell
40
-105
-72% -$7.32K ﹤0.01% 279
2025
Q2 		$8.45K Sell
145
-2,013
-93% -$107K ﹤0.01% 594
2025
Q1 		$102K Buy
2,158
+40
+2% +$1.76K 0.06% 220
2024
Q4 		$78.8K Buy
+2,118
New +$96.5K 0.04% 251

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

Whipplewood Advisors's NEM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Newmont (NEM) stake by 64% in Q2 2026, selling an estimated $7.73K and leaving 40 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Whipplewood Advisors first reported a position in NEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q1 2025. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Whipplewood Advisors held 40 shares of Newmont worth $3.74K as of Q2 2026.
  • Whipplewood Advisors sold 71 Newmont shares in Q2 2026, an estimated $7.73K.
  • Newmont made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #352 holding.
  • Whipplewood Advisors first reported a position in Newmont in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Newmont position peaked at $102K in Q1 2025.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.