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Waterloo Capital’s Newmont NEM Stock Holding History

Waterloo Capital’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 		$1.31M Sell
12,070
-2,299
-16% -$265K 0.09% 184
2025
Q4 		$1.43M Buy
14,369
+10,015
+230% +$905K 0.1% 170
2025
Q3 		$367K Buy
+4,354
New +$304K 0.03% 334

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

Waterloo Capital's NEM Position: Q1 2026 in Review

Waterloo Capital reduced its Newmont (NEM) stake by 16% in Q1 2026, selling an estimated $265K and leaving 12,070 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #184.

Waterloo Capital first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Waterloo Capital held 12,070 shares of Newmont worth $1.31M as of Q1 2026.
  • Waterloo Capital sold 2,299 Newmont shares in Q1 2026, an estimated $265K.
  • Newmont made up 0.09% of Waterloo Capital's portfolio in Q1 2026, its #184 holding.
  • Waterloo Capital first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • Waterloo Capital's Newmont position peaked at $1.43M in Q4 2025.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.