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Cape Investment Advisory’s Newmont NEM Stock Holding History

Cape Investment Advisory’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 		$30.6K Buy
+328
New +$35.7K 0.01% 623
2026
Q1 		– Sell
-351
Closed -$35K – 838
2025
Q4 		$35K Buy
351
+348
+11,600% +$31.4K 0.01% 496
2025
Q3 		$253 Hold
3
– – ﹤0.01% 813
2025
Q2 		$175 Hold
3
– – ﹤0.01% 1120
2025
Q1 		$145 Sell
3
-77
-96% -$3.38K ﹤0.01% 1068
2024
Q4 		$2.99K Buy
80
+3
+4% +$137 ﹤0.01% 831
2024
Q3 		$4.13K Hold
77
– – ﹤0.01% 746
2024
Q2 		$3.23K Hold
77
– – ﹤0.01% 739
2024
Q1 		$2.77K Buy
77
+57
+285% +$1.97K ﹤0.01% 734
2023
Q4 		$828 Buy
+20
New +$772 ﹤0.01% 1031

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Cape Investment Advisory's NEM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Newmont (NEM) in Q2 2026: 328 shares worth $30.6K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NEM as recently as Q4 2025.

Cape Investment Advisory first reported a position in NEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $35K in Q4 2025. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Cape Investment Advisory held 328 shares of Newmont worth $30.6K as of Q2 2026.
  • Newmont was a new Cape Investment Advisory position in Q2 2026.
  • Newmont made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #623 holding.
  • Cape Investment Advisory first reported a position in Newmont in Q4 2023 and has held it in 10 quarters since.
  • Cape Investment Advisory's Newmont position peaked at $35K in Q4 2025.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.