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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
Q2 		$576K Sell
6,165
-831
-12% -$90.5K 0.19% 96
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caerus Investment Advisors's NEM Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Newmont (NEM) stake by 12% in Q2 2026, selling an estimated $90.5K and leaving 6,165 shares worth $576K. The position accounts for 0.19% of the portfolio, ranked #96.

Caerus Investment Advisors first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q4 2025. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Caerus Investment Advisors held 6,165 shares of Newmont worth $576K as of Q2 2026.
  • Caerus Investment Advisors sold 831 Newmont shares in Q2 2026, an estimated $90.5K.
  • Newmont made up 0.19% of Caerus Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Caerus Investment Advisors first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Newmont position peaked at $1.12M in Q4 2025.
  • 1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.