WS
NEM icon

Wela Strategies’s Newmont NEM Stock Holding History

Wela Strategies’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
Q3 		$856K Sell
10,158
-4,909
-33% -$342K 0.32% 23
2025
Q2 		$878K Buy
15,067
+528
+4% +$28.2K 0.35% 23
2025
Q1 		$702K Buy
+14,539
New +$638K 0.3% 25
2024
Q4 		– Sell
-8,722
Closed -$466K – 71
2024
Q3 		$466K Sell
8,722
-3,975
-31% -$197K 0.2% 37
2024
Q2 		$532K Buy
12,697
+413
+3% +$16.9K 0.25% 30
2024
Q1 		$440K Buy
12,284
+3,579
+41% +$123K 0.21% 33
2023
Q4 		$360K Buy
+8,705
New +$336K 0.19% 40
2023
Q3 		– Sell
-8,733
Closed -$373K – 47
2023
Q2 		$373K Buy
8,733
+250
+3% +$11.3K 0.29% 29
2023
Q1 		$416K Buy
8,483
+355
+4% +$17.2K 0.22% 32
2022
Q4 		$384K Buy
8,128
+599
+8% +$26.7K 0.22% 31
2022
Q3 		$316K Buy
7,529
+3,326
+79% +$155K 0.21% 31
2022
Q2 		$251K Buy
4,203
+35
+0.8% +$2.48K 0.15% 37
2022
Q1 		$331K Sell
4,168
-665
-14% -$45K 0.17% 33
2021
Q4 		$300K Buy
4,833
+130
+3% +$7.37K 0.15% 35
2021
Q3 		$255K Buy
4,703
+598
+15% +$35.3K 0.13% 38
2021
Q2 		$260K Buy
4,105
+85
+2% +$5.7K 0.11% 39
2021
Q1 		$242K Buy
+4,020
New +$241K 0.13% 40

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wela Strategies's NEM Position: Q3 2025 in Review

Wela Strategies reduced its Newmont (NEM) stake by 33% in Q3 2025, selling an estimated $342K and leaving 10,158 shares worth $856K. The position accounts for 0.32% of the portfolio, ranked #23.

Wela Strategies first reported a position in NEM in Q1 2021 and has held it in 17 quarters since. The position peaked at $878K in Q2 2025. 1,533 funds tracked by Wall St. Rank hold NEM as of Q3 2025.

  • Wela Strategies held 10,158 shares of Newmont worth $856K as of Q3 2025.
  • Wela Strategies sold 4,909 Newmont shares in Q3 2025, an estimated $342K.
  • Newmont made up 0.32% of Wela Strategies's portfolio in Q3 2025, its #23 holding.
  • Wela Strategies first reported a position in Newmont in Q1 2021 and has held it in 17 quarters since.
  • Wela Strategies's Newmont position peaked at $878K in Q2 2025.
  • 1,533 funds tracked by Wall St. Rank held Newmont as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.