Wealthcare Advisory Partners’s Newmont NEM Stock Holding History

Wealthcare Advisory Partners’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	$436K	Sell	4,668 -1,323	-22%	-$144K	0.01%	751
2026 Q1	$648K	Sell	5,991 -363	-6%	-$41.8K	0.01%	625
2025 Q4	$634K	Buy	6,354 +1,726	+37%	+$156K	0.01%	623
2025 Q3	$390K	Buy	+4,628	New	+$323K	0.01%	752
2023 Q2	–	Sell	-4,722	Closed	-$231K	–	744
2023 Q1	$231K	Sell	4,722 -1,986	-30%	-$96.3K	0.01%	654
2022 Q4	$317K	Sell	6,708 -2,742	-29%	-$122K	0.02%	522
2022 Q3	$397K	Buy	9,450 +2,578	+38%	+$120K	0.02%	416
2022 Q2	$410K	Buy	6,872 +337	+5%	+$23.8K	0.02%	368
2022 Q1	$519K	Sell	6,535 -108	-2%	-$7.3K	0.03%	304
2021 Q4	$412K	Buy	6,643 +1,377	+26%	+$78K	0.02%	360
2021 Q3	$286K	Buy	+5,266	New	+$311K	0.02%	431
2021 Q2	–	Sell	-4,103	Closed	-$247K	–	1370
2021 Q1	$247K	Sell	4,103 -41	-1%	-$2.45K	0.02%	439
2020 Q4	$248K	Buy	+4,144	New	+$255K	0.02%	359
2020 Q2	–	Sell	-781	Closed	-$35K	–	992
2020 Q1	$35K	Buy	781 +22	+3%	+$993	0.01%	589
2019 Q4	$33K	Hold	759	–	–	﹤0.01%	639
2019 Q3	$29K	Buy	759 +65	+9%	+$2.52K	﹤0.01%	660
2019 Q2	$27K	Buy	694 +32	+5%	+$1.08K	﹤0.01%	654
2019 Q1	$24K	Hold	662	–	–	﹤0.01%	618
2018 Q4	$23K	Hold	662	–	–	﹤0.01%	591
2018 Q3	$20K	Hold	662	–	–	﹤0.01%	675
2018 Q2	$25K	Hold	662	–	–	﹤0.01%	618
2018 Q1	$26K	Hold	662	–	–	0.01%	538
2017 Q4	$25K	Hold	662	–	–	0.01%	496
2017 Q3	$25K	Buy	+662	New	+$24K	0.01%	395

Other funds holding NEM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthcare Advisory Partners's NEM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Newmont (NEM) stake by 22% in Q2 2026, selling an estimated $144K and leaving 4,668 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #751.

Wealthcare Advisory Partners first reported a position in NEM in Q3 2017 and has held it in 24 quarters since. The position peaked at $648K in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Wealthcare Advisory Partners held 4,668 shares of Newmont worth $436K as of Q2 2026.
Wealthcare Advisory Partners sold 1,323 Newmont shares in Q2 2026, an estimated $144K.
Newmont made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #751 holding.
Wealthcare Advisory Partners first reported a position in Newmont in Q3 2017 and has held it in 24 quarters since.
Wealthcare Advisory Partners's Newmont position peaked at $648K in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.