Cladis Investment Advisory’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$514K Sell
5,500
-100
-2% -$10.9K 0.24% 104
2026
Q1
$606K Sell
5,600
-2,000
-26% -$231K 0.33% 87
2025
Q4
$759K Sell
7,600
-2,200
-22% -$199K 0.42% 71
2025
Q3
$826K Sell
9,800
-300
-3% -$20.9K 0.47% 64
2025
Q2
$588K Hold
10,100
0.37% 76
2025
Q1
$488K Hold
10,100
0.35% 80
2024
Q4
$376K Hold
10,100
0.27% 89
2024
Q3
$540K Hold
10,100
0.37% 78
2024
Q2
$423K Hold
10,100
0.31% 87
2024
Q1
$362K Buy
+10,100
New +$348K 0.27% 96
2022
Q2
Sell
-3,300
Closed -$262K 143
2022
Q1
$262K Sell
3,300
-1,000
-23% -$67.6K 0.21% 121
2021
Q4
$267K Buy
+4,300
New +$244K 0.21% 123

Other funds holding NEM

Cladis Investment Advisory's NEM Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Newmont (NEM) stake by 1.8% in Q2 2026, selling an estimated $10.9K and leaving 5,500 shares worth $514K. The position accounts for 0.24% of the portfolio, ranked #104.

Cladis Investment Advisory first reported a position in NEM in Q4 2021 and has held it in 12 quarters since. The position peaked at $826K in Q3 2025. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Cladis Investment Advisory held 5,500 shares of Newmont worth $514K as of Q2 2026.
  • Cladis Investment Advisory sold 100 Newmont shares in Q2 2026, an estimated $10.9K.
  • Newmont made up 0.24% of Cladis Investment Advisory's portfolio in Q2 2026, its #104 holding.
  • Cladis Investment Advisory first reported a position in Newmont in Q4 2021 and has held it in 12 quarters since.
  • Cladis Investment Advisory's Newmont position peaked at $826K in Q3 2025.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.