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Innovative Advisory Group’s Newmont NEM Stock Holding History

Innovative Advisory Group’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 		– Sell
-544
Closed -$54.3K – 152
2025
Q4 		$54.3K Sell
544
-150
-22% -$13.6K 0.03% 70
2025
Q3 		$58.5K Sell
694
-400
-37% -$27.9K 0.04% 68
2025
Q2 		$63.7K Sell
1,094
-40
-4% -$2.13K 0.05% 58
2025
Q1 		$54.8K Hold
1,134
– – 0.05% 60
2024
Q4 		$42.2K Buy
+1,134
New +$51.7K 0.04% 69

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 $3.38T AUM 44.17% 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

Innovative Advisory Group's NEM Position: Q1 2026 in Review

Innovative Advisory Group sold out of Newmont (NEM) in Q1 2026, closing a stake of 544 shares — an estimated $54.3K sold.

Innovative Advisory Group first reported a position in NEM in Q4 2024 and held it in 5 quarters. The position peaked at $63.7K in Q2 2025. 1,844 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Innovative Advisory Group reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 544 Newmont shares in Q1 2026, an estimated $54.3K.
  • Innovative Advisory Group first reported a position in Newmont in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group's Newmont position peaked at $63.7K in Q2 2025.
  • 1,844 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.