United Asset Strategies’s Newmont NEM Stock Holding History

United Asset Strategies’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	$258K	Buy	+2,765	New	+$301K	0.02%	245
2026 Q1	–	Sell	-2,400	Closed	-$240K	–	274
2025 Q4	$240K	Sell	2,400 -993	-29%	-$89.7K	0.02%	243
2025 Q3	$286K	Buy	+3,393	New	+$237K	0.02%	228
2021 Q4	–	Sell	-3,914	Closed	-$213K	–	224
2021 Q3	$213K	Hold	3,914	–	–	0.03%	191
2021 Q2	$248K	Hold	3,914	–	–	0.03%	187
2021 Q1	$236K	Buy	+3,914	New	+$234K	0.03%	188
2017 Q1	–	Sell	-9,327	Closed	-$318K	–	155
2016 Q4	$318K	Buy	9,327 +125	+1%	+$4.27K	0.1%	112
2016 Q3	$362K	Sell	9,202 -420	-4%	-$17.4K	0.13%	104
2016 Q2	$376K	Buy	9,622 +47	+0.5%	+$1.56K	0.14%	100
2016 Q1	$255K	Buy	+9,575	New	+$222K	0.11%	114
2015 Q3	–	Sell	-9,475	Closed	-$221K	–	134
2015 Q2	$221K	Sell	9,475 -2,000	-17%	-$50K	0.1%	118
2015 Q1	$304K	Sell	11,475 -675	-6%	-$15.8K	0.14%	97
2014 Q4	$230K	Sell	12,150 -2,000	-14%	-$40.3K	0.1%	111
2014 Q3	$326K	Sell	14,150 -6,200	-30%	-$158K	0.15%	101
2014 Q2	$518K	Sell	20,350 -3,000	-13%	-$72.3K	0.25%	79
2014 Q1	$547K	Buy	+23,350	New	+$556K	0.31%	67

Other funds holding NEM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

United Asset Strategies's NEM Position: Q2 2026 in Review

United Asset Strategies opened a new position in Newmont (NEM) in Q2 2026: 2,765 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings. This is a return to the name: United Asset Strategies previously reported a position in NEM as recently as Q4 2025.

United Asset Strategies first reported a position in NEM in Q1 2014 and has held it in 16 quarters since. The position peaked at $547K in Q1 2014. 485 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

United Asset Strategies held 2,765 shares of Newmont worth $258K as of Q2 2026.
Newmont was a new United Asset Strategies position in Q2 2026.
Newmont made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #245 holding.
United Asset Strategies first reported a position in Newmont in Q1 2014 and has held it in 16 quarters since.
United Asset Strategies's Newmont position peaked at $547K in Q1 2014.
485 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.