Wealth Enhancement Advisory Services
NEM icon

Wealth Enhancement Advisory Services’s Newmont NEM Stock Holding History

Wealth Enhancement Advisory Services’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 		$26.4M Sell
289,158
-15,586
-5% -$1.7M 0.04% 361
2026
Q1 		$33.7M Buy
304,744
+23,824
+8% +$2.75M 0.07% 267
2025
Q4 		$30.8M Buy
280,920
+54,530
+24% +$4.93M 0.04% 364
2025
Q3 		$19.7M Buy
226,390
+14,033
+7% +$979K 0.03% 455
2025
Q2 		$12.7M Buy
212,357
+22,288
+12% +$1.19M 0.02% 558
2025
Q1 		$9.18M Buy
190,069
+4,236
+2% +$186K 0.02% 610
2024
Q4 		$6.92M Buy
185,833
+43,250
+30% +$1.97M 0.01% 686
2024
Q3 		$7.62M Buy
142,583
+861
+0.6% +$42.8K 0.02% 599
2024
Q2 		$5.93M Buy
141,722
+2,091
+1% +$85.5K 0.01% 642
2024
Q1 		$5M Buy
139,631
+16,902
+14% +$583K 0.01% 661
2023
Q4 		$5.08M Sell
122,729
-2,589
-2% -$100K 0.01% 609
2023
Q3 		$4.63M Buy
+125,318
New +$5.1M 0.02% 599
2021
Q2 		– Sell
-69,215
Closed -$4.35M – 297
2021
Q1 		$4.35M Buy
69,215
+2,633
+4% +$158K 0.08% 106
2020
Q4 		$4.12M Buy
66,582
+42,106
+172% +$2.59M 0.09% 85
2020
Q3 		$1.54M Buy
+24,476
New +$1.6M 0.04% 158

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

Wealth Enhancement Advisory Services's NEM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Newmont (NEM) stake by 5.1% in Q2 2026, selling an estimated $1.7M and leaving 289,158 shares worth $26.4M. The position accounts for 0.04% of the portfolio, ranked #361.

Wealth Enhancement Advisory Services first reported a position in NEM in Q3 2020 and has held it in 15 quarters since. The position peaked at $33.7M in Q1 2026. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 289,158 shares of Newmont worth $26.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 15,586 Newmont shares in Q2 2026, an estimated $1.7M.
  • Newmont made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #361 holding.
  • Wealth Enhancement Advisory Services first reported a position in Newmont in Q3 2020 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Newmont position peaked at $33.7M in Q1 2026.
  • 1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.