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 Q3	$1.23M	Buy	10,703 +1,587	+17%	+$178K	0.12%	190
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

United Advisor Group's NEM Position: Q3 2026 in Review

United Advisor Group increased its Newmont (NEM) stake by 17% in Q3 2026, buying an estimated $178K and bringing the position to 10,703 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #190.

United Advisor Group first reported a position in NEM in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.45M in Q1 2026. 1,009 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

United Advisor Group held 10,703 shares of Newmont worth $1.23M as of Q3 2026.
United Advisor Group bought 1,587 Newmont shares in Q3 2026, an estimated $178K.
Newmont made up 0.12% of United Advisor Group's portfolio in Q3 2026, its #190 holding.
United Advisor Group first reported a position in Newmont in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Newmont position peaked at $1.45M in Q1 2026.
1,009 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.