Claro Advisors’s Newmont NEM Stock Holding History

Claro 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	$560K	Sell	6,000 -585	-9%	-$63.7K	0.06%	253
2026 Q1	$713K	Buy	6,585 +3,344	+103%	+$385K	0.09%	188
2025 Q4	$324K	Buy	+3,241	New	+$293K	0.04%	320
2024 Q4	–	Sell	-3,951	Closed	-$211K	–	526
2024 Q3	$211K	Buy	+3,951	New	+$196K	0.03%	474
2019 Q1	–	Sell	-38	Closed	-$1K	–	668
2018 Q4	$1K	Buy	+38	New	+$1.23K	﹤0.01%	1034

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

Claro Advisors's NEM Position: Q2 2026 in Review

Claro Advisors reduced its Newmont (NEM) stake by 8.9% in Q2 2026, selling an estimated $63.7K and leaving 6,000 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #253.

Claro Advisors first reported a position in NEM in Q4 2018 and has held it in 5 quarters since. The position peaked at $713K in Q1 2026. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Claro Advisors held 6,000 shares of Newmont worth $560K as of Q2 2026.
Claro Advisors sold 585 Newmont shares in Q2 2026, an estimated $63.7K.
Newmont made up 0.06% of Claro Advisors's portfolio in Q2 2026, its #253 holding.
Claro Advisors first reported a position in Newmont in Q4 2018 and has held it in 5 quarters since.
Claro Advisors's Newmont position peaked at $713K in Q1 2026.
1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.