Comprehensive Financial Planning’s Newmont NEM Stock Holding History

Comprehensive 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	$3.83K	Sell	41 -596	-94%	-$64.9K	﹤0.01%	334
2026 Q1	$69K	Hold	637	–	–	0.05%	142
2025 Q4	$63.7K	Sell	637 -1	-0.2%	-$90	0.04%	151
2025 Q3	$53.8K	Hold	638	–	–	0.04%	161
2025 Q2	$37.1K	Buy	638 +4	+0.6%	+$214	0.03%	164
2025 Q1	$30.7K	Buy	634 +2	+0.3%	+$88	0.03%	161
2024 Q4	$23.5K	Buy	+632	New	+$28.8K	0.02%	196

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

Comprehensive Financial Planning's NEM Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Newmont (NEM) stake by 94% in Q2 2026, selling an estimated $64.9K and leaving 41 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Comprehensive Financial Planning first reported a position in NEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $69K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Comprehensive Financial Planning held 41 shares of Newmont worth $3.83K as of Q2 2026.
Comprehensive Financial Planning sold 596 Newmont shares in Q2 2026, an estimated $64.9K.
Newmont made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #334 holding.
Comprehensive Financial Planning first reported a position in Newmont in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Newmont position peaked at $69K in Q1 2026.
1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.