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 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

Creative Planning's NEM Position: Q2 2026 in Review

Creative Planning reduced its Newmont (NEM) stake by 0.63% in Q2 2026, selling an estimated $184K and leaving 267,333 shares worth $25M. The position accounts for 0.01% of the portfolio, ranked #418.

Creative Planning first reported a position in NEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.1M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Creative Planning held 267,333 shares of Newmont worth $25M as of Q2 2026.
Creative Planning sold 1,687 Newmont shares in Q2 2026, an estimated $184K.
Newmont made up 0.01% of Creative Planning's portfolio in Q2 2026, its #418 holding.
Creative Planning first reported a position in Newmont in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Newmont position peaked at $29.1M in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.