Heartwood Wealth Advisors’s Newmont NEM Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-19	Closed	-$1.6K	–	460
2025 Q3	$1.6K	Buy	+19	New	+$1.32K	﹤0.01%	517

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartwood Wealth Advisors's NEM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Newmont (NEM) in Q4 2025, closing a stake of 19 shares — an estimated $1.6K sold.

Heartwood Wealth Advisors first reported a position in NEM in Q3 2025 and held it in 1 quarter. The position peaked at $1.6K in Q3 2025. 1,722 funds tracked by Wall St. Rank hold NEM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Newmont position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 19 Newmont shares in Q4 2025, an estimated $1.6K.
Heartwood Wealth Advisors first reported a position in Newmont in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Newmont position peaked at $1.6K in Q3 2025.
1,722 funds tracked by Wall St. Rank held Newmont as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.