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Apella Capital’s Newmont NEM Stock Holding History

Apella Capital’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
Q3 		$461K Buy
4,056
+1,599
+65% +$179K 0.01% 520
2026
Q2 		$234K Buy
2,457
+189
+8% +$20.6K ﹤0.01% 634
2026
Q1 		$264K Buy
2,268
+70
+3% +$8.07K ﹤0.01% 589
2025
Q4 		$219K Buy
2,198
+86
+4% +$7.77K ﹤0.01% 501
2025
Q3 		$208K Buy
+2,112
New +$147K ﹤0.01% 451

Other funds holding NEM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Apella Capital's NEM Position: Q3 2026 in Review

Apella Capital increased its Newmont (NEM) stake by 65% in Q3 2026, buying an estimated $179K and bringing the position to 4,056 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #520.

Apella Capital first reported a position in NEM in Q3 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Apella Capital held 4,056 shares of Newmont worth $461K as of Q3 2026.
  • Apella Capital bought 1,599 Newmont shares in Q3 2026, an estimated $179K.
  • Newmont made up 0.01% of Apella Capital's portfolio in Q3 2026, its #520 holding.
  • Apella Capital first reported a position in Newmont in Q3 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.