Waverton Investment Management’s Newmont NEM Stock Holding History

Waverton Investment Management’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
2025 Q4	–	Sell	-704,331	Closed	-$59.4M	–	65
2025 Q3	$59.4M	Buy	704,331 +23,139	+3%	+$1.61M	0.76%	28
2025 Q2	$39.7M	Buy	681,192 +13,830	+2%	+$738K	0.55%	36
2025 Q1	$32.2M	Buy	667,362 +150,937	+29%	+$6.63M	0.5%	42
2024 Q4	$19.2M	Sell	516,425 -14,616	-3%	-$666K	0.31%	42
2024 Q3	$28.4M	Buy	531,041 +65,075	+14%	+$3.23M	0.47%	39
2024 Q2	$19.5M	Buy	+465,966	New	+$19.1M	0.37%	40

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waverton Investment Management's NEM Position: Q4 2025 in Review

Waverton Investment Management sold out of Newmont (NEM) in Q4 2025, closing a stake of 704,331 shares — an estimated $59.4M sold.

Waverton Investment Management first reported a position in NEM in Q2 2024 and held it in 6 quarters. The position peaked at $59.4M in Q3 2025. 1,722 funds tracked by Wall St. Rank hold NEM as of Q4 2025.

Waverton Investment Management reported no remaining Newmont position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 704,331 Newmont shares in Q4 2025, an estimated $59.4M.
Waverton Investment Management first reported a position in Newmont in Q2 2024 and held it in 6 quarters.
Waverton Investment Management's Newmont position peaked at $59.4M in Q3 2025.
1,722 funds tracked by Wall St. Rank held Newmont as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.