Creative Planning
NEM icon

Creative Planning’s Newmont NEM Stock Holding History

Creative 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
2023
Q1 		– Sell
-11,000
Closed -$48.6K – 2725
2022
Q4 		$48.6K Buy
11,000
+1,000
+10% +$44.6K ﹤0.01% 2234
2022
Q3 		$27K Buy
+10,000
New +$467K ﹤0.01% 2167
2021
Q2 		– Sell
-800
Closed -$1K – 2407
2021
Q1 		$1K Hold
800
– – ﹤0.01% 2593
2020
Q4 		$2K Buy
+800
New +$49.3K ﹤0.01% 2304

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's NEM Position: Q1 2026 in Review

Creative Planning increased its Newmont (NEM) stake by 9.2% in Q1 2026, buying an estimated $2.61M and bringing the position to 269,020 shares worth $29.1M. The position accounts for 0.02% of the portfolio, ranked #320.

Creative Planning first reported a position in NEM in Q2 2013 and has held it in 52 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Creative Planning held 269,020 shares of Newmont worth $29.1M as of Q1 2026.
  • Creative Planning bought 22,655 Newmont shares in Q1 2026, an estimated $2.61M.
  • Newmont made up 0.02% of Creative Planning's portfolio in Q1 2026, its #320 holding.
  • Creative Planning first reported a position in Newmont in Q2 2013 and has held it in 52 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.