United Advisor Group’s Newmont NEM Stock Holding History

United Advisor Group’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	$851K	Sell	9,116 -4,263	-32%	-$464K	0.09%	233
2026 Q1	$1.45M	Sell	13,379 -564	-4%	-$65K	0.18%	141
2025 Q4	$1.39M	Buy	13,943 +4,800	+52%	+$434K	0.17%	140
2025 Q3	$771K	Sell	9,143 -456	-5%	-$31.8K	0.1%	202
2025 Q2	$559K	Buy	9,599 +305	+3%	+$16.3K	0.1%	206
2025 Q1	$449K	Buy	9,294 +138	+2%	+$6.06K	0.09%	203
2024 Q4	$341K	Buy	9,156 +23	+0.3%	+$1.05K	0.07%	268
2024 Q3	$488K	Sell	9,133 -302	-3%	-$15K	0.11%	194
2024 Q2	$395K	Buy	9,435 +181	+2%	+$7.4K	0.12%	167
2024 Q1	$332K	Buy	+9,254	New	+$319K	0.12%	149

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

United Advisor Group's NEM Position: Q2 2026 in Review

United Advisor Group reduced its Newmont (NEM) stake by 32% in Q2 2026, selling an estimated $464K and leaving 9,116 shares worth $851K. The position accounts for 0.09% of the portfolio, ranked #233.

United Advisor Group first reported a position in NEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.45M in Q1 2026. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

United Advisor Group held 9,116 shares of Newmont worth $851K as of Q2 2026.
United Advisor Group sold 4,263 Newmont shares in Q2 2026, an estimated $464K.
Newmont made up 0.09% of United Advisor Group's portfolio in Q2 2026, its #233 holding.
United Advisor Group first reported a position in Newmont in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Newmont position peaked at $1.45M in Q1 2026.
1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.