Cardinal Point Capital Management’s Newmont NEM Stock Holding History

Cardinal Point Capital Management’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	$13.2M	Sell	141,413 -1,157	-0.8%	-$126K	0.75%	35
2026 Q1	$15.4M	Buy	142,570 +2,080	+1%	+$240K	0.95%	30
2025 Q4	$14M	Buy	140,490 +30	+0%	+$2.71K	0.92%	27
2025 Q3	$11.8M	Sell	140,460 -2,445	-2%	-$171K	0.83%	31
2025 Q2	$8.33M	Sell	142,905 -8,590	-6%	-$459K	0.66%	36
2025 Q1	$6M	Buy	+151,495	New	+$6.65M	0.55%	48

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

Cardinal Point Capital Management's NEM Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Newmont (NEM) stake by 0.81% in Q2 2026, selling an estimated $126K and leaving 141,413 shares worth $13.2M. The position accounts for 0.75% of the portfolio, ranked #35.

Cardinal Point Capital Management first reported a position in NEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.4M in Q1 2026. 1,773 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Cardinal Point Capital Management held 141,413 shares of Newmont worth $13.2M as of Q2 2026.
Cardinal Point Capital Management sold 1,157 Newmont shares in Q2 2026, an estimated $126K.
Newmont made up 0.75% of Cardinal Point Capital Management's portfolio in Q2 2026, its #35 holding.
Cardinal Point Capital Management first reported a position in Newmont in Q1 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's Newmont position peaked at $15.4M in Q1 2026.
1,773 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.