Aptus Capital Advisors’s Newmont NEM Stock Holding History

Aptus Capital 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 Q1	$10.2M	Sell	94,568 -71,262	-43%	-$8.21M	0.09%	208
2025 Q4	$16.6M	Buy	165,830 +5,513	+3%	+$498K	0.14%	147
2025 Q3	$13.5M	Buy	160,317 +2,947	+2%	+$206K	0.12%	171
2025 Q2	$9.17M	Buy	157,370 +7,485	+5%	+$400K	0.09%	204
2025 Q1	$7.24M	Buy	149,885 +137,293	+1,090%	+$6.03M	0.08%	223
2024 Q4	$469K	Buy	+12,592	New	+$574K	0.01%	647
2023 Q4	–	Sell	-6,113	Closed	-$226K	–	960
2023 Q3	$226K	Buy	+6,113	New	+$249K	0.01%	534
2022 Q1	–	Sell	-45,126	Closed	-$2.8M	–	717
2021 Q4	$2.8M	Sell	45,126 -51,369	-53%	-$2.91M	0.09%	155
2021 Q3	$5.24M	Buy	96,495 +32,769	+51%	+$1.93M	0.21%	79
2021 Q2	$4.04M	Buy	63,726 +7,311	+13%	+$490K	0.18%	92
2021 Q1	$3.4M	Buy	56,415 +27,276	+94%	+$1.63M	0.18%	93
2020 Q4	$1.74M	Buy	+29,139	New	+$1.8M	0.1%	125

Other funds holding NEM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return