CFFP
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Center for Financial Planning’s Newmont NEM Stock Holding History

Center for Financial Planning’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 		$168K Hold
1,800
– – 0.02% 188
2026
Q1 		$195K Buy
1,800
+1,700
+1,700% +$196K 0.02% 176
2025
Q4 		$9.98K Hold
100
– – ﹤0.01% 491
2025
Q3 		$8.43K Hold
100
– – ﹤0.01% 507
2025
Q2 		$5.83K Buy
+100
New +$5.34K ﹤0.01% 507
2024
Q2 		– Sell
-268
Closed -$9.61K – 616
2024
Q1 		$9.61K Buy
+268
New +$9.24K ﹤0.01% 411

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Center for Financial Planning's NEM Position: Q2 2026 in Review

Center for Financial Planning held its Newmont (NEM) position steady in Q2 2026 at 1,800 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #188.

Center for Financial Planning first reported a position in NEM in Q1 2024 and has held it in 6 quarters since. The position peaked at $195K in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Center for Financial Planning held 1,800 shares of Newmont worth $168K as of Q2 2026.
  • Center for Financial Planning left its Newmont share count unchanged in Q2 2026.
  • Newmont made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #188 holding.
  • Center for Financial Planning first reported a position in Newmont in Q1 2024 and has held it in 6 quarters since.
  • Center for Financial Planning's Newmont position peaked at $195K in Q1 2026.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.