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Optimum Investment Advisors’s Newmont NEM Stock Holding History

Optimum 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
2025
Q3 		$270K Hold
3,200
– – 0.11% 165
2025
Q2 		$186K Sell
3,200
-1,200
-27% -$64.1K 0.08% 182
2025
Q1 		$212K Buy
4,400
+1,000
+29% +$43.9K 0.1% 167
2024
Q4 		$127K Sell
3,400
-400
-11% -$18.2K 0.06% 227
2024
Q3 		$203K Sell
3,800
-500
-12% -$24.8K 0.09% 186
2024
Q2 		$180K Buy
4,300
+1,700
+65% +$69.5K 0.08% 193
2024
Q1 		$93.2K Sell
2,600
-950
-27% -$32.7K 0.04% 275
2023
Q4 		$147K Sell
3,550
-200
-5% -$7.72K 0.07% 207
2023
Q3 		$139K Hold
3,750
– – 0.07% 218
2023
Q2 		$160K Sell
3,750
-760
-17% -$34.5K 0.08% 216
2023
Q1 		$221K Buy
4,510
+850
+23% +$41.2K 0.12% 167
2022
Q4 		$150K Buy
3,660
+300
+9% +$13.4K 0.08% 215
2022
Q3 		$141K Buy
3,360
+50
+2% +$2.34K 0.08% 221
2022
Q2 		$198K Hold
3,310
– – 0.1% 187
2022
Q1 		$263K Buy
3,310
+400
+14% +$27.1K 0.11% 172
2021
Q4 		$180K Buy
2,910
+400
+16% +$22.7K 0.07% 249
2021
Q3 		$136K Sell
2,510
-140
-5% -$8.26K 0.06% 287
2021
Q2 		$168K Buy
2,650
+1,500
+130% +$101K 0.05% 291
2021
Q1 		$69K Buy
+1,150
New +$68.8K 0.02% 434
2018
Q2 		– Sell
-500
Closed -$20K – 1083
2018
Q1 		$20K Buy
+500
New +$19.3K 0.01% 709

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's NEM Position: Q3 2025 in Review

Optimum Investment Advisors held its Newmont (NEM) position steady in Q3 2025 at 3,200 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #165.

Optimum Investment Advisors first reported a position in NEM in Q1 2018 and has held it in 20 quarters since. 1,531 funds tracked by Wall St. Rank hold NEM as of Q3 2025.

  • Optimum Investment Advisors held 3,200 shares of Newmont worth $270K as of Q3 2025.
  • Optimum Investment Advisors left its Newmont share count unchanged in Q3 2025.
  • Newmont made up 0.11% of Optimum Investment Advisors's portfolio in Q3 2025, its #165 holding.
  • Optimum Investment Advisors first reported a position in Newmont in Q1 2018 and has held it in 20 quarters since.
  • 1,531 funds tracked by Wall St. Rank held Newmont as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.