Wealthspire Advisors (New York)’s Newmont NEM Stock Holding History

Wealthspire Advisors (New York)’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	$309K	Sell	2,857 -5,362	-65%	-$618K	﹤0.01%	716
2025 Q4	$821K	Buy	8,219 +5,129	+166%	+$463K	0.01%	472
2025 Q3	$261K	Sell	3,090 -1,026	-25%	-$71.6K	﹤0.01%	716
2025 Q2	$240K	Buy	+4,116	New	+$220K	﹤0.01%	730
2023 Q1	–	Sell	-6,713	Closed	-$317K	–	577
2022 Q4	$317K	Buy	+6,713	New	+$300K	0.01%	447
2022 Q1	–	Sell	-4,799	Closed	-$298K	–	510
2021 Q4	$298K	Buy	4,799 +940	+24%	+$53.3K	0.01%	425
2021 Q3	$210K	Buy	+3,859	New	+$228K	﹤0.01%	542
2021 Q2	–	Sell	-11,984	Closed	-$722K	–	563
2021 Q1	$722K	Buy	11,984 +2,420	+25%	+$145K	0.02%	318
2020 Q4	$573K	Buy	9,564 +3,524	+58%	+$217K	0.02%	281
2020 Q3	$383K	Buy	6,040 +292	+5%	+$19K	0.02%	206
2020 Q2	$355K	Sell	5,748 -4,916	-46%	-$291K	0.02%	185
2020 Q1	$483K	Buy	+10,664	New	+$481K	0.02%	296
2019 Q1	–	Sell	-353	Closed	-$12K	–	534
2018 Q4	$12K	Buy	+353	New	+$11.4K	﹤0.01%	460

Other funds holding NEM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s NEM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Newmont (NEM) stake by 65% in Q1 2026, selling an estimated $618K and leaving 2,857 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Wealthspire Advisors (New York) first reported a position in NEM in Q4 2018 and has held it in 13 quarters since. The position peaked at $821K in Q4 2025. 1,833 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Wealthspire Advisors (New York) held 2,857 shares of Newmont worth $309K as of Q1 2026.
Wealthspire Advisors (New York) sold 5,362 Newmont shares in Q1 2026, an estimated $618K.
Newmont made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #716 holding.
Wealthspire Advisors (New York) first reported a position in Newmont in Q4 2018 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Newmont position peaked at $821K in Q4 2025.
1,833 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.