Moss Adams Wealth Advisors’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
$349K Buy
3,739
+32
+0.9% +$3.49K 0.02% 199
2026
Q1
$401K Sell
3,707
-16
-0.4% -$1.84K 0.03% 166
2025
Q4
$372K Buy
3,723
+263
+8% +$23.8K 0.03% 170
2025
Q3
$292K Buy
+3,460
New +$241K 0.02% 194

Other funds holding NEM

Moss Adams Wealth Advisors's NEM Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Newmont (NEM) stake by 0.86% in Q2 2026, buying an estimated $3.49K and bringing the position to 3,739 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #199.

Moss Adams Wealth Advisors first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $401K in Q1 2026. 725 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Moss Adams Wealth Advisors held 3,739 shares of Newmont worth $349K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 32 Newmont shares in Q2 2026, an estimated $3.49K.
  • Newmont made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • Moss Adams Wealth Advisors first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
  • Moss Adams Wealth Advisors's Newmont position peaked at $401K in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.