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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Newmont NEM Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
Q3 		$260K Buy
2,250
+1,655
+278% +$185K 0.07% 249
2026
Q2 		$55.6K Sell
595
-1,463
-71% -$159K 0.01% 924
2026
Q1 		$223K Sell
2,058
-5
-0.2% -$576 0.03% 494
2025
Q4 		$206K Sell
2,063
-17
-0.8% -$1.54K 0.03% 515
2025
Q3 		$175K Buy
2,080
+1,901
+1,062% +$133K 0.02% 519
2025
Q2 		$10.4K Buy
179
+8
+5% +$427 ﹤0.01% 1510
2025
Q1 		$8.26K Buy
171
+18
+12% +$790 ﹤0.01% 1605
2024
Q4 		$5.7K Sell
153
-619
-80% -$28.2K ﹤0.01% 1660
2024
Q3 		$41.3K Buy
+772
New +$38.4K 0.01% 1015

Other funds holding NEM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s NEM Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Newmont (NEM) stake by 278% in Q3 2026, buying an estimated $185K and bringing the position to 2,250 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #249.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in NEM in Q3 2024 and has held it in 9 quarters since. 1,594 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 2,250 shares of Newmont worth $260K as of Q3 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 1,655 Newmont shares in Q3 2026, an estimated $185K.
  • Newmont made up 0.07% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #249 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Newmont in Q3 2024 and has held it in 9 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.