U.S. Capital Wealth Advisors’s Newmont NEM Stock Holding History

U.S. Capital 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 Q1	$23.9M	Sell	221,165 -16,834	-7%	-$1.94M	0.6%	29
2025 Q4	$23.8M	Sell	237,999 -15,152	-6%	-$1.37M	0.62%	32
2025 Q3	$21.3M	Buy	253,151 +65,208	+35%	+$4.55M	0.57%	32
2025 Q2	$10.9M	Sell	187,943 -56,436	-23%	-$3.01M	0.32%	75
2025 Q1	$11.8M	Sell	244,379 -182,145	-43%	-$8M	0.36%	63
2024 Q4	$15.9M	Buy	426,524 +144,699	+51%	+$6.6M	0.49%	40
2024 Q3	$15.1M	Buy	281,825 +1,607	+0.6%	+$79.8K	0.53%	43
2024 Q2	$11.7M	Buy	280,218 +18,165	+7%	+$743K	0.44%	54
2024 Q1	$9.39M	Sell	262,053 -1,639	-0.6%	-$56.5K	0.36%	60
2023 Q4	$10.9M	Buy	263,692 +58,007	+28%	+$2.24M	0.43%	51
2023 Q3	$7.6M	Buy	205,685 +63,343	+45%	+$2.58M	0.34%	63
2023 Q2	$6.07M	Buy	142,342 +12,935	+10%	+$587K	0.29%	88
2023 Q1	$6.34M	Sell	129,407 -6,385	-5%	-$310K	0.29%	81
2022 Q4	$6.41M	Buy	135,792 +37,022	+37%	+$1.65M	0.3%	76
2022 Q3	$4.15M	Buy	98,770 +13,102	+15%	+$612K	0.21%	108
2022 Q2	$5.11M	Buy	85,668 +1,450	+2%	+$103K	0.22%	90
2022 Q1	$6.69M	Buy	84,218 +4,510	+6%	+$305K	0.24%	87
2021 Q4	$4.94M	Buy	79,708 +11,248	+16%	+$637K	0.2%	117
2021 Q3	$3.72M	Buy	+68,460	New	+$4.04M	0.16%	140

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's NEM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Newmont (NEM) stake by 7.1% in Q1 2026, selling an estimated $1.94M and leaving 221,165 shares worth $23.9M. The position accounts for 0.6% of the portfolio, ranked #29.

U.S. Capital Wealth Advisors first reported a position in NEM in Q3 2021 and has held it in 19 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

U.S. Capital Wealth Advisors held 221,165 shares of Newmont worth $23.9M as of Q1 2026.
U.S. Capital Wealth Advisors sold 16,834 Newmont shares in Q1 2026, an estimated $1.94M.
Newmont made up 0.6% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #29 holding.
U.S. Capital Wealth Advisors first reported a position in Newmont in Q3 2021 and has held it in 19 quarters since.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.