Worth Financial Advisory Group’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$429K Buy
+4,597
New +$501K 0.18% 125
2026
Q1
Sell
-5,432
Closed -$542K 136
2025
Q4
$542K Buy
5,432
+130
+2% +$11.7K 0.26% 91
2025
Q3
$447K Buy
5,302
+75
+1% +$5.23K 0.25% 97
2025
Q2
$305K Buy
5,227
+72
+1% +$3.84K 0.19% 115
2025
Q1
$249K Buy
+5,155
New +$226K 0.16% 138
2024
Q4
Sell
-5,207
Closed -$278K 164
2024
Q3
$278K Hold
5,207
0.16% 132
2024
Q2
$218K Buy
+5,207
New +$213K 0.14% 136
2024
Q1
Sell
-5,002
Closed -$207K 143
2023
Q4
$207K Buy
+5,002
New +$193K 0.17% 124

Other funds holding NEM

Worth Financial Advisory Group's NEM Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Newmont (NEM) in Q2 2026: 4,597 shares worth $429K. The stake represents 0.18% of the portfolio and ranks #125 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in NEM as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in NEM in Q4 2023 and has held it in 8 quarters since. The position peaked at $542K in Q4 2025. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Worth Financial Advisory Group held 4,597 shares of Newmont worth $429K as of Q2 2026.
  • Newmont was a new Worth Financial Advisory Group position in Q2 2026.
  • Newmont made up 0.18% of Worth Financial Advisory Group's portfolio in Q2 2026, its #125 holding.
  • Worth Financial Advisory Group first reported a position in Newmont in Q4 2023 and has held it in 8 quarters since.
  • Worth Financial Advisory Group's Newmont position peaked at $542K in Q4 2025.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.