NewSquare Capital’s Newmont NEM Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-755	Closed	-$44K	–	851
2025 Q2	$44K	Buy	755 +330	+78%	+$17.6K	﹤0.01%	306
2025 Q1	$20.5K	Buy	425 +359	+544%	+$15.8K	﹤0.01%	350
2024 Q4	$2.46K	Buy	+66	New	+$3.01K	﹤0.01%	500
2023 Q3	–	Sell	-73	Closed	-$3.11K	–	790
2023 Q2	$3.11K	Hold	73	–	–	﹤0.01%	478
2023 Q1	$3.58K	Hold	73	–	–	﹤0.01%	494
2022 Q4	$3.45K	Buy	+73	New	+$3.26K	﹤0.01%	411
2017 Q3	–	Sell	-1,000	Closed	-$32K	–	335
2017 Q2	$32K	Hold	1,000	–	–	0.01%	144
2017 Q1	$33K	Hold	1,000	–	–	0.01%	146
2016 Q4	$34K	Hold	1,000	–	–	0.01%	159
2016 Q3	$39K	Hold	1,000	–	–	0.01%	166
2016 Q2	$39K	Hold	1,000	–	–	0.01%	172
2016 Q1	$27K	Sell	1,000 -430	-30%	-$9.95K	0.01%	200
2015 Q4	$26K	Hold	1,430	–	–	0.01%	180
2015 Q3	$23K	Hold	1,430	–	–	0.01%	189
2015 Q2	$33K	Buy	1,430 +430	+43%	+$10.7K	0.01%	181
2015 Q1	$22K	Hold	1,000	–	–	0.01%	197
2014 Q4	$19K	Hold	1,000	–	–	0.01%	212
2014 Q3	$23K	Hold	1,000	–	–	0.01%	205
2014 Q2	$25K	Hold	1,000	–	–	0.01%	182
2014 Q1	$23K	Hold	1,000	–	–	0.01%	170
2013 Q4	$23K	Hold	1,000	–	–	0.01%	158
2013 Q3	$28K	Hold	1,000	–	–	0.01%	130
2013 Q2	$30K	Buy	+1,000	New	+$33.6K	0.01%	125

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital's NEM Position: Q3 2025 in Review

NewSquare Capital sold out of Newmont (NEM) in Q3 2025, closing a stake of 755 shares — an estimated $44K sold.

NewSquare Capital first reported a position in NEM in Q2 2013 and held it in 23 quarters. The position peaked at $44K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold NEM as of Q3 2025.

NewSquare Capital reported no remaining Newmont position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 755 Newmont shares in Q3 2025, an estimated $44K.
NewSquare Capital first reported a position in Newmont in Q2 2013 and held it in 23 quarters.
NewSquare Capital's Newmont position peaked at $44K in Q2 2025.
1,534 funds tracked by Wall St. Rank held Newmont as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.