SOA Wealth Advisors’s Newmont NEM Stock Holding History

SOA Wealth 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	$28K	Hold	299	–	–	﹤0.01%	473
2026 Q1	$32.3K	Hold	299	–	–	0.01%	433
2025 Q4	$29.8K	Buy	299 +1	+0.3%	+$90	0.01%	446
2025 Q3	$25.2K	Hold	298	–	–	﹤0.01%	480
2025 Q2	$17.3K	Sell	298 -217	-42%	-$11.6K	﹤0.01%	527
2025 Q1	$24.9K	Buy	515 +201	+64%	+$8.82K	0.01%	439
2024 Q4	$11.7K	Sell	314 -13	-4%	-$593	﹤0.01%	532
2024 Q3	$17.5K	Buy	327 +1	+0.3%	+$50	﹤0.01%	465
2024 Q2	$13.6K	Sell	326 -3	-0.9%	-$123	﹤0.01%	492
2024 Q1	$11.8K	Buy	329 +2	+0.6%	+$69	﹤0.01%	517
2023 Q4	$13.5K	Buy	327 +3	+0.9%	+$116	﹤0.01%	486
2023 Q3	$12K	Buy	324 +3	+0.9%	+$122	﹤0.01%	499
2023 Q2	$13.7K	Buy	321 +2	+0.6%	+$91	﹤0.01%	492
2023 Q1	$15.6K	Buy	319 +3	+0.9%	+$145	﹤0.01%	470
2022 Q4	$14.9K	Buy	316 +3	+1%	+$134	﹤0.01%	457
2022 Q3	$13K	Sell	313 -5	-2%	-$234	﹤0.01%	470
2022 Q2	$19K	Sell	318 -580	-65%	-$41K	0.01%	393
2022 Q1	$71K	Buy	898 +2	+0.2%	+$135	0.02%	267
2021 Q4	$55K	Buy	896 +3	+0.3%	+$170	0.01%	287
2021 Q3	$48K	Buy	893 +3	+0.3%	+$177	0.01%	311
2021 Q2	$56K	Buy	890 +255	+40%	+$17.1K	0.01%	298
2021 Q1	$38K	Buy	635 +65	+11%	+$3.89K	0.01%	301
2020 Q4	$34K	Buy	+570	New	+$35.1K	0.01%	315

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

SOA Wealth Advisors's NEM Position: Q2 2026 in Review

SOA Wealth Advisors held its Newmont (NEM) position steady in Q2 2026 at 299 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

SOA Wealth Advisors first reported a position in NEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $71K in Q1 2022. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

SOA Wealth Advisors held 299 shares of Newmont worth $28K as of Q2 2026.
SOA Wealth Advisors left its Newmont share count unchanged in Q2 2026.
Newmont made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #473 holding.
SOA Wealth Advisors first reported a position in Newmont in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Newmont position peaked at $71K in Q1 2022.
1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.