Cahill Financial Advisors’s Newmont NEM Stock Holding History

Cahill Financial 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	$472K	Buy	4,364 +80	+2%	+$9.22K	0.05%	184
2025 Q4	$428K	Sell	4,284 -57	-1%	-$5.15K	0.05%	194
2025 Q3	$366K	Sell	4,341 -1,228	-22%	-$85.6K	0.04%	206
2025 Q2	$324K	Sell	5,569 -500	-8%	-$26.7K	0.04%	225
2025 Q1	$293K	Buy	6,069 +1	+0%	+$44	0.04%	219
2024 Q4	$226K	Buy	6,068 +614	+11%	+$28K	0.03%	246
2024 Q3	$292K	Sell	5,454 -1,031	-16%	-$51.2K	0.04%	215
2024 Q2	$272K	Buy	6,485 +98	+2%	+$4.01K	0.04%	226
2024 Q1	$229K	Buy	6,387 +773	+14%	+$26.6K	0.03%	244
2023 Q4	$232K	Sell	5,614 -3	-0.1%	-$116	0.03%	224
2023 Q3	$208K	Sell	5,617 -12	-0.2%	-$488	0.03%	232
2023 Q2	$240K	Buy	5,629 +1,074	+24%	+$48.7K	0.04%	216
2023 Q1	$223K	Buy	+4,555	New	+$221K	0.04%	220
2021 Q4	–	Sell	-92	Closed	-$5K	–	568
2021 Q3	$5K	Buy	+92	New	+$5.42K	﹤0.01%	680

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 $653B AUM 32.41% 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