CIA
NEM icon

Caerus Investment Advisors’s Newmont NEM Stock Holding History

Caerus Investment 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 		$757K Sell
6,996
-4,171
-37% -$481K 0.32% 55
2025
Q4 		$1.12M Buy
11,167
+4,517
+68% +$408K 0.36% 55
2025
Q3 		$561K Buy
+6,650
New +$464K 0.23% 97

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
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

Caerus Investment Advisors's NEM Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Newmont (NEM) stake by 37% in Q1 2026, selling an estimated $481K and leaving 6,996 shares worth $757K. The position accounts for 0.32% of the portfolio, ranked #55.

Caerus Investment Advisors first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 1,830 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Caerus Investment Advisors held 6,996 shares of Newmont worth $757K as of Q1 2026.
  • Caerus Investment Advisors sold 4,171 Newmont shares in Q1 2026, an estimated $481K.
  • Newmont made up 0.32% of Caerus Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • Caerus Investment Advisors first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Newmont position peaked at $1.12M in Q4 2025.
  • 1,830 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.