Arkadios Wealth Advisors’s Newmont NEM Stock Holding History

Arkadios Wealth 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	$7.53M	Sell	69,607 -5,113	-7%	-$589K	0.12%	194
2025 Q4	$7.46M	Sell	74,720 -12,235	-14%	-$1.11M	0.15%	153
2025 Q3	$7.33M	Sell	86,955 -11,189	-11%	-$780K	0.18%	133
2025 Q2	$5.72M	Buy	+98,144	New	+$5.24M	0.17%	136
2025 Q1	–	Sell	-26,116	Closed	-$972K	–	1168
2024 Q4	$972K	Sell	26,116 -7,173	-22%	-$327K	0.05%	342
2024 Q3	$1.78M	Sell	33,289 -542	-2%	-$26.9K	0.1%	206
2024 Q2	$1.42M	Buy	+33,831	New	+$1.38M	0.1%	215
2021 Q4	–	Sell	-177	Closed	-$9K	–	1335
2021 Q3	$9K	Sell	177 -207	-54%	-$12.2K	﹤0.01%	1472
2021 Q2	$24K	Sell	384 -375	-49%	-$25.1K	﹤0.01%	1206
2021 Q1	$45K	Buy	759 +388	+105%	+$23.2K	0.01%	718
2020 Q4	$22K	Buy	371 +109	+42%	+$6.72K	﹤0.01%	732
2020 Q3	$16.4K	Buy	262 +25	+11%	+$1.63K	0.01%	643
2020 Q2	$14.6K	Buy	+237	New	+$14K	0.01%	607
2020 Q1	–	Sell	-39	Closed	-$1.72K	–	1265
2019 Q4	$1.72K	Buy	+39	New	+$1.52K	﹤0.01%	835

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