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Carson Advisory’s Newmont NEM Stock Holding History

Carson 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
2025
Q3 		– Sell
-4,053
Closed -$236K – 178
2025
Q2 		$236K Sell
4,053
-200
-5% -$10.7K 0.15% 152
2025
Q1 		$205K Buy
+4,253
New +$187K 0.14% 156
2024
Q4 		– Sell
-3,853
Closed -$206K – 174
2024
Q3 		$206K Buy
+3,853
New +$191K 0.13% 168
2023
Q4 		– Sell
-7,127
Closed -$263K – 163
2023
Q3 		$263K Sell
7,127
-1,398
-16% -$56.8K 0.23% 114
2023
Q2 		$364K Sell
8,525
-65
-0.8% -$2.95K 0.31% 94
2023
Q1 		$421K Buy
8,590
+402
+5% +$19.5K 0.37% 79
2022
Q4 		$386K Sell
8,188
-67
-0.8% -$2.99K 0.37% 71
2022
Q3 		$347K Buy
8,255
+1,150
+16% +$53.7K 0.38% 71
2022
Q2 		$424K Sell
7,105
-1,450
-17% -$103K 0.47% 63
2022
Q1 		$680K Sell
8,555
-6,181
-42% -$418K 0.68% 43
2021
Q4 		$914K Buy
+14,736
New +$835K 0.93% 31

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Advisory's NEM Position: Q3 2025 in Review

Carson Advisory sold out of Newmont (NEM) in Q3 2025, closing a stake of 4,053 shares — an estimated $236K sold.

Carson Advisory first reported a position in NEM in Q4 2021 and held it in 11 quarters. The position peaked at $914K in Q4 2021. 1,529 funds tracked by Wall St. Rank hold NEM as of Q3 2025.

  • Carson Advisory reported no remaining Newmont position as of Q3 2025 after selling out during the quarter.
  • Carson Advisory sold 4,053 Newmont shares in Q3 2025, an estimated $236K.
  • Carson Advisory first reported a position in Newmont in Q4 2021 and held it in 11 quarters.
  • Carson Advisory's Newmont position peaked at $914K in Q4 2021.
  • 1,529 funds tracked by Wall St. Rank held Newmont as of Q3 2025.

Based on Carson Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.