Moran Wealth Management’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.26M Sell
24,226
-475
-2% -$51.7K 0.06% 307
2026
Q1
$2.67M Buy
24,701
+5,355
+28% +$617K 0.08% 277
2025
Q4
$1.93M Sell
19,346
-5,794
-23% -$523K 0.06% 291
2025
Q3
$2.12M Sell
25,140
-614
-2% -$42.8K 0.06% 276
2025
Q2
$1.5M Sell
25,754
-540
-2% -$28.8K 0.05% 298
2025
Q1
$1.27M Buy
26,294
+1,314
+5% +$57.7K 0.04% 295
2024
Q4
$930K Sell
24,980
-3,474
-12% -$158K 0.03% 303
2024
Q3
$1.52M Sell
28,454
-2,177
-7% -$108K 0.05% 277
2024
Q2
$1.28M Buy
30,631
+1,463
+5% +$59.8K 0.04% 274
2024
Q1
$1.05M Sell
29,168
-2,118
-7% -$73K 0.03% 292
2023
Q4
$1.29M Sell
31,286
-8,954
-22% -$346K 0.05% 282
2023
Q3
$1.49M Buy
40,240
+14,104
+54% +$573K 0.06% 232
2023
Q2
$1.11M Buy
26,136
+18,022
+222% +$818K 0.04% 248
2023
Q1
$398K Buy
8,114
+525
+7% +$25.4K 0.02% 311
2022
Q4
$358K Buy
+7,589
New +$339K 0.01% 314

Other funds holding NEM

Moran Wealth Management's NEM Position: Q2 2026 in Review

Moran Wealth Management reduced its Newmont (NEM) stake by 1.9% in Q2 2026, selling an estimated $51.7K and leaving 24,226 shares worth $2.26M. The position accounts for 0.06% of the portfolio, ranked #307.

Moran Wealth Management first reported a position in NEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Moran Wealth Management held 24,226 shares of Newmont worth $2.26M as of Q2 2026.
  • Moran Wealth Management sold 475 Newmont shares in Q2 2026, an estimated $51.7K.
  • Newmont made up 0.06% of Moran Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Moran Wealth Management first reported a position in Newmont in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Newmont position peaked at $2.67M in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.