Marshall & Sterling Wealth Advisors’s Newmont NEM Stock Holding History

Marshall & Sterling 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	-194	Closed	-$16.4K	–	527
2025 Q3	$16.4K	Hold	194	–	–	0.01%	286
2025 Q2	$11.3K	Hold	194	–	–	0.01%	309
2025 Q1	$9.37K	Buy	194 +14	+8%	+$615	0.01%	328
2024 Q4	$6.7K	Buy	+180	New	+$8.2K	﹤0.01%	243

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

Marshall & Sterling Wealth Advisors's NEM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Newmont (NEM) in Q4 2025, closing a stake of 194 shares — an estimated $16.4K sold.

Marshall & Sterling Wealth Advisors first reported a position in NEM in Q4 2024 and held it in 4 quarters. The position peaked at $16.4K in Q3 2025. 1,722 funds tracked by Wall St. Rank hold NEM as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Newmont position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 194 Newmont shares in Q4 2025, an estimated $16.4K.
Marshall & Sterling Wealth Advisors first reported a position in Newmont in Q4 2024 and held it in 4 quarters.
Marshall & Sterling Wealth Advisors's Newmont position peaked at $16.4K in Q3 2025.
1,722 funds tracked by Wall St. Rank held Newmont as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.