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Capital Performance Advisors’s Newmont NEM Stock Holding History

Capital Performance 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 		$425K Sell
4,555
-4,204
-48% -$458K 0.03% 186
2026
Q1 		$948K Buy
8,759
+46
+0.5% +$5.3K 0.06% 132
2025
Q4 		$870K Buy
8,713
+2,061
+31% +$186K 0.06% 133
2025
Q3 		$561K Buy
6,652
+2,962
+80% +$207K 0.09% 116
2025
Q2 		$215K Buy
+3,690
New +$197K 0.04% 237
2024
Q4 		– Sell
-99
Closed -$5.31K – 1760
2024
Q3 		$5.31K Buy
+99
New +$4.92K ﹤0.01% 1093

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

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

Capital Performance Advisors reduced its Newmont (NEM) stake by 48% in Q2 2026, selling an estimated $458K and leaving 4,555 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #186.

Capital Performance Advisors first reported a position in NEM in Q3 2024 and has held it in 6 quarters since. The position peaked at $948K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Capital Performance Advisors held 4,555 shares of Newmont worth $425K as of Q2 2026.
  • Capital Performance Advisors sold 4,204 Newmont shares in Q2 2026, an estimated $458K.
  • Newmont made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #186 holding.
  • Capital Performance Advisors first reported a position in Newmont in Q3 2024 and has held it in 6 quarters since.
  • Capital Performance Advisors's Newmont position peaked at $948K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

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