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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MorganRosel Wealth Management's NEM Position: Q1 2026 in Review

MorganRosel Wealth Management opened a new position in Newmont (NEM) in Q1 2026: 7,603 shares worth $823K. The stake represents 0.32% of the portfolio and ranks #50 among its holdings. This is a return to the name: MorganRosel Wealth Management previously reported a position in NEM as recently as Q3 2020.

MorganRosel Wealth Management first reported a position in NEM in Q3 2020 and has held it in 2 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • MorganRosel Wealth Management held 7,603 shares of Newmont worth $823K as of Q1 2026.
  • Newmont was a new MorganRosel Wealth Management position in Q1 2026.
  • Newmont made up 0.32% of MorganRosel Wealth Management's portfolio in Q1 2026, its #50 holding.
  • MorganRosel Wealth Management first reported a position in Newmont in Q3 2020 and has held it in 2 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.