McCarter Private Wealth Services’s Newmont NEM Stock Holding History

McCarter Private Wealth Services’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	$568K	Hold	6,085	–	–	0.2%	103
2026 Q1	$659K	Sell	6,085 -4,193	-41%	-$483K	0.29%	79
2025 Q4	$1.03M	Buy	10,278 +244	+2%	+$22K	0.46%	53
2025 Q3	$846K	Buy	10,034 +3,949	+65%	+$275K	0.43%	52
2025 Q2	$355K	Hold	6,085	–	–	0.2%	87
2025 Q1	$294K	Hold	6,085	–	–	0.19%	82
2024 Q4	$226K	Hold	6,085	–	–	0.14%	95
2024 Q3	$325K	Buy	+6,085	New	+$302K	0.21%	79

Other funds holding NEM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

McCarter Private Wealth Services's NEM Position: Q2 2026 in Review

McCarter Private Wealth Services held its Newmont (NEM) position steady in Q2 2026 at 6,085 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #103.

McCarter Private Wealth Services first reported a position in NEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2025. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

McCarter Private Wealth Services held 6,085 shares of Newmont worth $568K as of Q2 2026.
McCarter Private Wealth Services left its Newmont share count unchanged in Q2 2026.
Newmont made up 0.2% of McCarter Private Wealth Services's portfolio in Q2 2026, its #103 holding.
McCarter Private Wealth Services first reported a position in Newmont in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Newmont position peaked at $1.03M in Q4 2025.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.