United Capital Financial Advisors’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.98M | Sell |
31,913
-1,280
| -4% | -$139K | 0.02% | 488 |
|
|
2026
Q1 | $3.59M | Buy |
33,193
+2,538
| +8% | +$293K | 0.02% | 434 |
|
|
2025
Q4 | $3.06M | Buy |
30,655
+3,750
| +14% | +$339K | 0.02% | 444 |
|
|
2025
Q3 | $2.27M | Buy |
26,905
+1,949
| +8% | +$136K | 0.02% | 439 |
|
|
2025
Q2 | $1.45M | Buy |
24,956
+3,654
| +17% | +$195K | 0.01% | 505 |
|
|
2025
Q1 | $1.03M | Buy |
21,302
+3,696
| +21% | +$162K | 0.01% | 561 |
|
|
2024
Q4 | $655K | Sell |
17,606
-4,968
| -22% | -$226K | 0.01% | 660 |
|
|
2024
Q3 | $1.21M | Buy |
22,574
+1,685
| +8% | +$83.7K | 0.01% | 500 |
|
|
2024
Q2 | $875K | Buy |
20,889
+9,468
| +83% | +$387K | 0.01% | 566 |
|
|
2024
Q1 | $409K | Sell |
11,421
-4,997
| -30% | -$172K | ﹤0.01% | 787 |
|
|
2023
Q4 | $680K | Buy |
+16,418
| New | +$634K | 0.01% | 649 |
|
|
2023
Q2 | – | Sell |
-10,168
| Closed | -$498K | – | 948 |
|
|
2023
Q1 | $498K | Sell |
10,168
-1,839
| -15% | -$89.1K | ﹤0.01% | 721 |
|
|
2022
Q4 | $567K | Sell |
12,007
-169
| -1% | -$7.54K | ﹤0.01% | 734 |
|
|
2022
Q3 | $512K | Sell |
12,176
-359
| -3% | -$16.8K | ﹤0.01% | 756 |
|
|
2022
Q2 | $748K | Buy |
12,535
+431
| +4% | +$30.5K | ﹤0.01% | 692 |
|
|
2022
Q1 | $962K | Sell |
12,104
-2,216
| -15% | -$150K | ﹤0.01% | 673 |
|
|
2021
Q4 | $888K | Sell |
14,320
-127
| -0.9% | -$7.2K | ﹤0.01% | 705 |
|
|
2021
Q3 | $784K | Buy |
14,447
+372
| +3% | +$21.9K | ﹤0.01% | 735 |
|
|
2021
Q2 | $892K | Sell |
14,075
-2,189
| -13% | -$147K | ﹤0.01% | 727 |
|
|
2021
Q1 | $980K | Sell |
16,264
-697
| -4% | -$41.7K | 0.01% | 679 |
|
|
2020
Q4 | $1.02M | Sell |
16,961
-245
| -1% | -$15.1K | 0.01% | 667 |
|
|
2020
Q3 | $1.09M | Sell |
17,206
-2,285
| -12% | -$149K | 0.01% | 637 |
|
|
2020
Q2 | $1.2M | Buy |
19,491
+1,382
| +8% | +$81.8K | 0.01% | 611 |
|
|
2020
Q1 | $820K | Sell |
18,109
-17,846
| -50% | -$805K | 0.01% | 684 |
|
|
2019
Q4 | $1.56M | Buy |
35,955
+25,028
| +229% | +$978K | 0.01% | 649 |
|
|
2019
Q3 | $414K | Sell |
10,927
-4,940
| -31% | -$192K | ﹤0.01% | 999 |
|
|
2019
Q2 | $610K | Buy |
15,867
+7,142
| +82% | +$241K | ﹤0.01% | 971 |
|
|
2019
Q1 | $312K | Buy |
8,725
+336
| +4% | +$11.4K | ﹤0.01% | 1114 |
|
|
2018
Q4 | $291K | Buy |
+8,389
| New | +$272K | ﹤0.01% | 1072 |
|
|
2018
Q1 | – | Sell |
-8,751
| Closed | -$328K | – | 1343 |
|
|
2017
Q4 | $328K | Sell |
8,751
-295
| -3% | -$10.8K | ﹤0.01% | 1085 |
|
|
2017
Q3 | $339K | Buy |
+9,046
| New | +$329K | ﹤0.01% | 1071 |
|
Other funds holding NEM
United Capital Financial Advisors's NEM Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Newmont (NEM) stake by 3.9% in Q2 2026, selling an estimated $139K and leaving 31,913 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #488.
United Capital Financial Advisors first reported a position in NEM in Q3 2017 and has held it in 31 quarters since. The position peaked at $3.59M in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.
- United Capital Financial Advisors held 31,913 shares of Newmont worth $2.98M as of Q2 2026.
- United Capital Financial Advisors sold 1,280 Newmont shares in Q2 2026, an estimated $139K.
- Newmont made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #488 holding.
- United Capital Financial Advisors first reported a position in Newmont in Q3 2017 and has held it in 31 quarters since.
- United Capital Financial Advisors's Newmont position peaked at $3.59M in Q1 2026.
- 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.