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Exencial Wealth Advisors’s Newmont NEM Stock Holding History

Exencial Wealth 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
Q1 		$492K Buy
4,544
+103
+2% +$11.9K 0.02% 399
2025
Q4 		$443K Buy
4,441
+1,144
+35% +$103K 0.01% 414
2025
Q3 		$278K Buy
+3,297
New +$230K 0.01% 462

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Exencial Wealth Advisors's NEM Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Newmont (NEM) stake by 2.3% in Q1 2026, buying an estimated $11.9K and bringing the position to 4,544 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #399.

Exencial Wealth Advisors first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. 1,840 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Exencial Wealth Advisors held 4,544 shares of Newmont worth $492K as of Q1 2026.
  • Exencial Wealth Advisors bought 103 Newmont shares in Q1 2026, an estimated $11.9K.
  • Newmont made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #399 holding.
  • Exencial Wealth Advisors first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • 1,840 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.