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Valued Wealth Advisors’s Newmont NEM Stock Holding History

Valued Wealth Advisors’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 		$6.11K Buy
65
+27
+71% +$2.94K ﹤0.01% 410
2026
Q1 		$4.15K Buy
38
+2
+6% +$231 ﹤0.01% 430
2025
Q4 		$3.64K Buy
36
+8
+29% +$723 ﹤0.01% 339
2025
Q3 		$2.39K Hold
28
– – ﹤0.01% 369
2025
Q2 		$1.65K Hold
28
– – ﹤0.01% 399
2025
Q1 		$1.36K Hold
28
– – ﹤0.01% 447
2024
Q4 		$1.04K Buy
28
+3
+12% +$137 ﹤0.01% 472
2024
Q3 		$1.34K Buy
25
+7
+39% +$348 ﹤0.01% 417
2024
Q2 		$756 Hold
18
– – ﹤0.01% 466
2024
Q1 		$647 Sell
18
-46
-72% -$1.59K ﹤0.01% 477
2023
Q4 		$2.37K Buy
+64
New +$2.47K ﹤0.01% 285

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valued Wealth Advisors's NEM Position: Q2 2026 in Review

Valued Wealth Advisors increased its Newmont (NEM) stake by 71% in Q2 2026, buying an estimated $2.94K and bringing the position to 65 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Valued Wealth Advisors first reported a position in NEM in Q4 2023 and has held it in 11 quarters since. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Valued Wealth Advisors held 65 shares of Newmont worth $6.11K as of Q2 2026.
  • Valued Wealth Advisors bought 27 Newmont shares in Q2 2026, an estimated $2.94K.
  • Newmont made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #410 holding.
  • Valued Wealth Advisors first reported a position in Newmont in Q4 2023 and has held it in 11 quarters since.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.