UAG
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Advisor Group's NEM Position: Q1 2026 in Review

United Advisor Group reduced its Newmont (NEM) stake by 4% in Q1 2026, selling an estimated $65K and leaving 13,379 shares worth $1.45M. The position accounts for 0.18% of the portfolio, ranked #141.

United Advisor Group first reported a position in NEM in Q1 2024 and has held it in 9 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • United Advisor Group held 13,379 shares of Newmont worth $1.45M as of Q1 2026.
  • United Advisor Group sold 564 Newmont shares in Q1 2026, an estimated $65K.
  • Newmont made up 0.18% of United Advisor Group's portfolio in Q1 2026, its #141 holding.
  • United Advisor Group first reported a position in Newmont in Q1 2024 and has held it in 9 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.