Cassaday & Co Wealth Management’s Newmont NEM Stock Holding History

Cassaday & Co Wealth Management’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	$466K	Sell	4,990 -17	-0.3%	-$1.85K	0.01%	239
2026 Q1	$542K	Sell	5,007 -29	-0.6%	-$3.34K	0.01%	204
2025 Q4	$503K	Hold	5,036	–	–	0.01%	220
2025 Q3	$425K	Buy	5,036 +33	+0.7%	+$2.3K	0.01%	234
2025 Q2	$291K	Sell	5,003 -20	-0.4%	-$1.07K	0.01%	276
2025 Q1	$242K	Buy	+5,023	New	+$220K	0.01%	287

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's NEM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Newmont (NEM) stake by 0.34% in Q2 2026, selling an estimated $1.85K and leaving 4,990 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #239.

Cassaday & Co Wealth Management first reported a position in NEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $542K in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Cassaday & Co Wealth Management held 4,990 shares of Newmont worth $466K as of Q2 2026.
Cassaday & Co Wealth Management sold 17 Newmont shares in Q2 2026, an estimated $1.85K.
Newmont made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #239 holding.
Cassaday & Co Wealth Management first reported a position in Newmont in Q1 2025 and has held it in 6 quarters since.
Cassaday & Co Wealth Management's Newmont position peaked at $542K in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.