Cary Street Partners Investment Advisory’s Newmont NEM Stock Holding History

Cary Street Partners 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	$184K	Buy	1,974 +39	+2%	+$4.25K	0.04%	396
2026 Q1	$209K	Buy	1,935 +103	+6%	+$11.9K	0.05%	337
2025 Q4	$183K	Buy	1,832 +107	+6%	+$9.67K	0.05%	347
2025 Q3	$145K	Buy	1,725 +205	+13%	+$14.3K	0.06%	317
2025 Q2	$88.6K	Buy	1,520 +431	+40%	+$23K	0.04%	336
2025 Q1	$52.6K	Buy	+1,089	New	+$47.8K	0.03%	359
2024 Q4	–	Sell	-4,927	Closed	-$263K	–	674
2024 Q3	$263K	Buy	4,927 +80	+2%	+$3.98K	0.01%	650
2024 Q2	$203K	Buy	+4,847	New	+$198K	0.01%	714
2023 Q4	–	Sell	-3,613	Closed	-$134K	–	1390
2023 Q3	$134K	Buy	+3,613	New	+$147K	0.01%	645
2023 Q2	–	Sell	-9	Closed	-$441	–	1776
2023 Q1	$441	Hold	9	–	–	﹤0.01%	1611
2022 Q4	$425	Sell	9 -975	-99%	-$43.5K	﹤0.01%	1624
2022 Q3	$41K	Buy	984 +679	+223%	+$31.7K	﹤0.01%	495
2022 Q2	$18K	Buy	+305	New	+$21.6K	﹤0.01%	541
2021 Q3	–	Sell	-710	Closed	-$45K	–	288
2021 Q2	$45K	Buy	710 +60	+9%	+$4.02K	0.01%	290
2021 Q1	$39K	Buy	+650	New	+$38.9K	0.02%	274
2020 Q4	–	Sell	-27,822	Closed	-$1.76M	–	686
2020 Q3	$1.76M	Buy	+27,822	New	+$1.81M	0.37%	77

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's NEM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Newmont (NEM) stake by 2% in Q2 2026, buying an estimated $4.25K and bringing the position to 1,974 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #396.

Cary Street Partners Investment Advisory first reported a position in NEM in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.76M in Q3 2020. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Cary Street Partners Investment Advisory held 1,974 shares of Newmont worth $184K as of Q2 2026.
Cary Street Partners Investment Advisory bought 39 Newmont shares in Q2 2026, an estimated $4.25K.
Newmont made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #396 holding.
Cary Street Partners Investment Advisory first reported a position in Newmont in Q3 2020 and has held it in 16 quarters since.
Cary Street Partners Investment Advisory's Newmont position peaked at $1.76M in Q3 2020.
1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.