Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.6M Buy
155,956
+1,368
+0.9% +$149K 1.06% 28
2026
Q1
$16.7M Sell
154,588
-2,195
-1% -$253K 1.39% 21
2025
Q4
$15.7M Sell
156,783
-1,116
-0.7% -$101K 1.25% 21
2025
Q3
$13.3M Sell
157,899
-34,987
-18% -$2.44M 1.21% 25
2025
Q2
$11.2M Buy
192,886
+2,938
+2% +$157K 1.11% 30
2025
Q1
$9.17M Buy
189,948
+4,595
+2% +$202K 0.97% 35
2024
Q4
$6.9M Sell
185,353
-18,416
-9% -$839K 0.72% 47
2024
Q3
$10.9M Buy
203,769
+840
+0.4% +$41.7K 1.17% 30
2024
Q2
$8.5M Sell
202,929
-6,570
-3% -$269K 0.98% 34
2024
Q1
$7.51M Sell
209,499
-1,670
-0.8% -$57.6K 0.9% 37
2023
Q4
$8.74M Sell
211,169
-10,685
-5% -$413K 1.13% 31
2023
Q3
$8.2M Buy
221,854
+188
+0.1% +$7.64K 1.23% 29
2023
Q2
$9.46M Buy
221,666
+61,063
+38% +$2.77M 1.36% 27
2023
Q1
$7.87M Buy
160,603
+2,645
+2% +$128K 1.25% 30
2022
Q4
$7.46M Sell
157,958
-3,318
-2% -$148K 1.37% 30
2022
Q3
$6.78M Sell
161,276
-1,009
-0.6% -$47.1K 1.32% 32
2022
Q2
$9.68M Sell
162,285
-1,946
-1% -$138K 1.76% 20
2022
Q1
$13M Sell
164,231
-2,934
-2% -$198K 2.01% 16
2021
Q4
$10.4M Buy
167,165
+421
+0.3% +$23.9K 1.52% 22
2021
Q3
$9.05M Buy
166,744
+8,672
+5% +$511K 1.45% 26
2021
Q2
$10M Buy
158,072
+1,753
+1% +$117K 1.6% 23
2021
Q1
$9.42M Buy
156,319
+1,617
+1% +$96.7K 1.65% 24
2020
Q4
$9.51M Buy
154,702
+599
+0.4% +$36.9K 1.53% 21
2020
Q3
$9.78M Buy
154,103
+669
+0.4% +$43.6K 1.83% 15
2020
Q2
$9.47M Buy
153,434
+32,839
+27% +$1.94M 1.94% 14
2020
Q1
$5.46M Buy
120,595
+4,333
+4% +$196K 1.35% 28
2019
Q4
$5.05M Buy
116,262
+11,226
+11% +$439K 1.01% 44
2019
Q3
$4.08M Buy
+105,036
New +$4.08M 0.85% 50

Other funds holding NEM

Whitney & Co's NEM Position: Q2 2026 in Review

Whitney & Co increased its Newmont (NEM) stake by 0.88% in Q2 2026, buying an estimated $149K and bringing the position to 155,956 shares worth $14.6M. The position accounts for 1.06% of the portfolio, ranked #28.

Whitney & Co first reported a position in NEM in Q3 2019 and has held it in 28 quarters since. The position peaked at $16.7M in Q1 2026. 725 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Whitney & Co held 155,956 shares of Newmont worth $14.6M as of Q2 2026.
  • Whitney & Co bought 1,368 Newmont shares in Q2 2026, an estimated $149K.
  • Newmont made up 1.06% of Whitney & Co's portfolio in Q2 2026, its #28 holding.
  • Whitney & Co first reported a position in Newmont in Q3 2019 and has held it in 28 quarters since.
  • Whitney & Co's Newmont position peaked at $16.7M in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.