KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s Newmont NEM Stock Holding History

Kerntke Otto McGlone Wealth Management 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
Q2 		$1.32M Sell
14,131
-147
-1% -$16K 0.8% 25
2026
Q1 		$1.55M Sell
14,278
-419
-3% -$48.3K 1.05% 21
2025
Q4 		$1.47M Buy
14,697
+25
+0.2% +$2.26K 1.04% 21
2025
Q3 		$1.24M Buy
14,672
+1,378
+10% +$96.1K 0.94% 21
2025
Q2 		$775K Buy
13,294
+39
+0.3% +$2.08K 0.61% 31
2025
Q1 		$640K Buy
13,255
+4,903
+59% +$215K 0.56% 31
2024
Q4 		$311K Buy
8,352
+1,551
+23% +$70.7K 0.23% 60
2024
Q3 		$364K Buy
6,801
+518
+8% +$25.7K 0.3% 50
2024
Q2 		$263K Buy
+6,283
New +$257K 0.25% 61
2023
Q3 		– Sell
-12,949
Closed -$552K – 64
2023
Q2 		$552K Sell
12,949
-2,118
-14% -$96.1K 0.54% 33
2023
Q1 		$739K Buy
15,067
+322
+2% +$15.6K 0.76% 29
2022
Q4 		$696K Sell
14,745
-1,904
-11% -$85K 0.8% 26
2022
Q3 		$700K Buy
16,649
+859
+5% +$40.1K 1.05% 23
2022
Q2 		$942K Buy
15,790
+245
+2% +$17.3K 1.41% 19
2022
Q1 		$1.24M Buy
15,545
+284
+2% +$19.2K 2.82% 10
2021
Q4 		$946K Buy
15,261
+3,289
+27% +$186K 1.15% 22
2021
Q3 		$650K Buy
11,972
+1,507
+14% +$88.9K 1.94% 14
2021
Q2 		$663K Buy
10,465
+3,000
+40% +$201K 0.26% 64
2021
Q1 		$450K Buy
+7,465
New +$447K 0.24% 86

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's NEM Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Newmont (NEM) stake by 1% in Q2 2026, selling an estimated $16K and leaving 14,131 shares worth $1.32M. The position accounts for 0.8% of the portfolio, ranked #25.

Kerntke Otto McGlone Wealth Management Group first reported a position in NEM in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 14,131 shares of Newmont worth $1.32M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 147 Newmont shares in Q2 2026, an estimated $16K.
  • Newmont made up 0.8% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #25 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Newmont in Q1 2021 and has held it in 19 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Newmont position peaked at $1.55M in Q1 2026.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.