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MorganRosel Wealth Management’s Newmont NEM Stock Holding History

MorganRosel Wealth Management’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 		– Sell
-7,603
Closed -$823K – 112
2026
Q1 		$823K Buy
+7,603
New +$876K 0.32% 50
2020
Q4 		– Sell
-10,204
Closed -$647K – 77
2020
Q3 		$647K Buy
+10,204
New +$665K 0.52% 40

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

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

MorganRosel Wealth Management sold out of Newmont (NEM) in Q2 2026, closing a stake of 7,603 shares — an estimated $823K sold.

MorganRosel Wealth Management first reported a position in NEM in Q3 2020 and held it in 2 quarters. The position peaked at $823K in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • MorganRosel Wealth Management reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 7,603 Newmont shares in Q2 2026, an estimated $823K.
  • MorganRosel Wealth Management first reported a position in Newmont in Q3 2020 and held it in 2 quarters.
  • MorganRosel Wealth Management's Newmont position peaked at $823K in Q1 2026.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.