Cadence Wealth Management’s Newmont NEM Stock Holding History

Cadence Wealth Management’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	$1.41M	Sell	13,032 -865	-6%	-$99.7K	0.59%	17
2025 Q4	$1.39M	Sell	13,897 -40	-0.3%	-$3.61K	0.67%	16
2025 Q3	$1.18M	Sell	13,937 -4,192	-23%	-$292K	0.62%	19
2025 Q2	$1.06M	Buy	18,129 +1,163	+7%	+$62.1K	0.7%	17
2025 Q1	$819K	Buy	16,966 +2,895	+21%	+$127K	0.61%	18
2024 Q4	$524K	Buy	14,071 +531	+4%	+$24.2K	0.35%	29
2024 Q3	$724K	Sell	13,540 -4,142	-23%	-$206K	0.59%	18
2024 Q2	$740K	Buy	17,682 +1,687	+11%	+$69K	0.52%	20
2024 Q1	$573K	Buy	15,995 +332	+2%	+$11.4K	0.59%	13
2023 Q4	$648K	Buy	15,663 +2,459	+19%	+$94.9K	0.51%	14
2023 Q3	$488K	Buy	13,204 +3,574	+37%	+$145K	0.41%	19
2023 Q2	$411K	Buy	9,630 +1,599	+20%	+$72.6K	0.4%	19
2023 Q1	$394K	Buy	+8,031	New	+$389K	0.4%	17

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Cadence Wealth Management's NEM Position: Q1 2026 in Review

Cadence Wealth Management reduced its Newmont (NEM) stake by 6.2% in Q1 2026, selling an estimated $99.7K and leaving 13,032 shares worth $1.41M. The position accounts for 0.59% of the portfolio, ranked #17.

Cadence Wealth Management first reported a position in NEM in Q1 2023 and has held it in 13 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Cadence Wealth Management held 13,032 shares of Newmont worth $1.41M as of Q1 2026.
Cadence Wealth Management sold 865 Newmont shares in Q1 2026, an estimated $99.7K.
Newmont made up 0.59% of Cadence Wealth Management's portfolio in Q1 2026, its #17 holding.
Cadence Wealth Management first reported a position in Newmont in Q1 2023 and has held it in 13 quarters since.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.