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Capital Advisors Ltd’s Newmont NEM Stock Holding History

Capital Advisors Ltd’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 		$33K Sell
348
-16
-4% -$1.74K ﹤0.01% 582
2026
Q1 		$39K Buy
364
+6
+2% +$692 ﹤0.01% 549
2025
Q4 		$36K Buy
358
+41
+13% +$3.7K ﹤0.01% 558
2025
Q3 		$27K Hold
317
– – ﹤0.01% 591
2025
Q2 		$18K Sell
317
-6
-2% -$320 ﹤0.01% 652
2025
Q1 		$16K Buy
323
+18
+6% +$790 ﹤0.01% 658
2024
Q4 		$11K Buy
305
+27
+10% +$1.23K ﹤0.01% 763
2024
Q3 		$15K Buy
278
+10
+4% +$497 ﹤0.01% 680
2024
Q2 		$11K Buy
268
+82
+44% +$3.35K ﹤0.01% 737
2024
Q1 		$7K Sell
186
-144
-44% -$4.96K ﹤0.01% 800
2023
Q4 		$14K Sell
330
-91
-22% -$3.51K ﹤0.01% 631
2023
Q3 		$16K Buy
421
+95
+29% +$3.86K ﹤0.01% 598
2023
Q2 		$14K Buy
326
+215
+194% +$9.76K ﹤0.01% 633
2023
Q1 		$5K Sell
111
-193
-63% -$9.36K ﹤0.01% 696
2022
Q4 		$4K Buy
304
+172
+130% +$7.68K ﹤0.01% 724
2022
Q3 		$6K Buy
132
+72
+120% +$3.36K ﹤0.01% 609
2022
Q2 		$4K Sell
60
-11
-15% -$778 ﹤0.01% 599
2022
Q1 		$6K Buy
71
+2
+3% +$135 ﹤0.01% 573
2021
Q4 		$4K Buy
+69
New +$3.91K ﹤0.01% 584

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

Capital Advisors Ltd's NEM Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Newmont (NEM) stake by 4.4% in Q2 2026, selling an estimated $1.74K and leaving 348 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Capital Advisors Ltd first reported a position in NEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $39K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Capital Advisors Ltd held 348 shares of Newmont worth $33K as of Q2 2026.
  • Capital Advisors Ltd sold 16 Newmont shares in Q2 2026, an estimated $1.74K.
  • Newmont made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #582 holding.
  • Capital Advisors Ltd first reported a position in Newmont in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Newmont position peaked at $39K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.