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Moneta Group Investment Advisors’s Newmont NEM Stock Holding History

Moneta Group Investment 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
2026
Q2 		$462K Sell
4,951
-405
-8% -$44.1K ﹤0.01% 565
2026
Q1 		$580K Buy
5,356
+307
+6% +$35.4K ﹤0.01% 476
2025
Q4 		$504K Buy
5,049
+1,659
+49% +$150K ﹤0.01% 499
2025
Q3 		$286K Sell
3,390
-2,097
-38% -$146K ﹤0.01% 636
2025
Q2 		$320K Buy
+5,487
New +$293K ﹤0.01% 546
2024
Q1 		– Sell
-4,895
Closed -$203K – 625
2023
Q4 		$203K Buy
+4,895
New +$189K ﹤0.01% 530
2023
Q3 		– Sell
-8,262
Closed -$352K – 552
2023
Q2 		$352K Buy
8,262
+1,922
+30% +$87.2K 0.01% 399
2023
Q1 		$311K Buy
+6,340
New +$307K 0.01% 407
2022
Q2 		– Sell
-4,896
Closed -$389K – 494
2022
Q1 		$389K Buy
4,896
+91
+2% +$6.16K 0.02% 321
2021
Q4 		$298K Sell
4,805
-4,827
-50% -$274K 0.01% 380
2021
Q3 		$523K Buy
9,632
+228
+2% +$13.4K 0.02% 273
2021
Q2 		$596K Buy
9,404
+4,161
+79% +$279K 0.03% 257
2021
Q1 		$316K Hold
5,243
– – 0.02% 323
2020
Q4 		$314K Buy
5,243
+152
+3% +$9.37K 0.02% 250
2020
Q3 		$323K Sell
5,091
-2,165
-30% -$141K 0.03% 216
2020
Q2 		$448K Buy
7,256
+56
+0.8% +$3.31K 0.04% 176
2020
Q1 		$326K Buy
+7,200
New +$325K 0.03% 195
2018
Q1 		– Sell
-3
Closed – – 687
2017
Q4 		$0 Buy
+3
New +$110 ﹤0.01% 525

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

Moneta Group Investment Advisors's NEM Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Newmont (NEM) stake by 7.6% in Q2 2026, selling an estimated $44.1K and leaving 4,951 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Moneta Group Investment Advisors first reported a position in NEM in Q4 2017 and has held it in 18 quarters since. The position peaked at $596K in Q2 2021. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Moneta Group Investment Advisors held 4,951 shares of Newmont worth $462K as of Q2 2026.
  • Moneta Group Investment Advisors sold 405 Newmont shares in Q2 2026, an estimated $44.1K.
  • Newmont made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #565 holding.
  • Moneta Group Investment Advisors first reported a position in Newmont in Q4 2017 and has held it in 18 quarters since.
  • Moneta Group Investment Advisors's Newmont position peaked at $596K in Q2 2021.
  • 1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.