Mount Yale Investment Advisors’s Newmont NEM Stock Holding History

Mount Yale 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	$966K	Sell	10,340 -860	-8%	-$93.7K	0.02%	592
2026 Q1	$1.21M	Buy	11,200 +7,616	+213%	+$878K	0.03%	480
2025 Q4	$358K	Buy	3,584 +713	+25%	+$64.4K	0.02%	542
2025 Q3	$242K	Sell	2,871 -3,116	-52%	-$217K	0.02%	573
2025 Q2	$349K	Buy	+5,987	New	+$320K	0.03%	418
2021 Q1	–	Sell	-11,715	Closed	-$702K	–	440
2020 Q4	$702K	Sell	11,715 -153	-1%	-$9.43K	0.1%	213
2020 Q3	$753K	Buy	11,868 +276	+2%	+$18K	0.11%	187
2020 Q2	$716K	Buy	+11,592	New	+$686K	0.13%	170
2018 Q4	–	Sell	-1,500	Closed	-$49K	–	605
2018 Q3	$49K	Hold	1,500	–	–	0.01%	601
2018 Q2	$57K	Sell	1,500 -1,437	-49%	-$56.5K	0.01%	604
2018 Q1	$115K	Buy	+2,937	New	+$113K	0.02%	413

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mount Yale Investment Advisors's NEM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Newmont (NEM) stake by 7.7% in Q2 2026, selling an estimated $93.7K and leaving 10,340 shares worth $966K. The position accounts for 0.02% of the portfolio, ranked #592.

Mount Yale Investment Advisors first reported a position in NEM in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.21M in Q1 2026. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Mount Yale Investment Advisors held 10,340 shares of Newmont worth $966K as of Q2 2026.
Mount Yale Investment Advisors sold 860 Newmont shares in Q2 2026, an estimated $93.7K.
Newmont made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #592 holding.
Mount Yale Investment Advisors first reported a position in Newmont in Q1 2018 and has held it in 11 quarters since.
Mount Yale Investment Advisors's Newmont position peaked at $1.21M in Q1 2026.
1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.