Gradient Capital Advisors’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
$288K Sell
3,088
-183
-6% -$19.9K 0.07% 146
2026
Q1
$354K Sell
3,271
-713
-18% -$82.2K 0.09% 125
2025
Q4
$398K Buy
+3,984
New +$360K 0.1% 118

Other funds holding NEM

Gradient Capital Advisors's NEM Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Newmont (NEM) stake by 5.6% in Q2 2026, selling an estimated $19.9K and leaving 3,088 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #146.

Gradient Capital Advisors first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q4 2025. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Gradient Capital Advisors held 3,088 shares of Newmont worth $288K as of Q2 2026.
  • Gradient Capital Advisors sold 183 Newmont shares in Q2 2026, an estimated $19.9K.
  • Newmont made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #146 holding.
  • Gradient Capital Advisors first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Gradient Capital Advisors's Newmont position peaked at $398K in Q4 2025.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.