Estate Counselors’s Newmont NEM Stock Holding History

Estate Counselors’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 Q1	–	Sell	-49,605	Closed	-$4.95M	–	109
2025 Q4	$4.95M	Hold	49,605	–	–	0.41%	39
2025 Q3	$4.18M	Buy	+49,605	New	+$3.46M	0.36%	41
2022 Q3	–	Sell	-16,224	Closed	-$968K	–	188
2022 Q2	$968K	Buy	+16,224	New	+$1.15M	0.14%	89

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Estate Counselors's NEM Position: Q1 2026 in Review

Estate Counselors sold out of Newmont (NEM) in Q1 2026, closing a stake of 49,605 shares — an estimated $4.95M sold.

Estate Counselors first reported a position in NEM in Q2 2022 and held it in 3 quarters. The position peaked at $4.95M in Q4 2025. 1,833 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Estate Counselors reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
Estate Counselors sold 49,605 Newmont shares in Q1 2026, an estimated $4.95M.
Estate Counselors first reported a position in Newmont in Q2 2022 and held it in 3 quarters.
Estate Counselors's Newmont position peaked at $4.95M in Q4 2025.
1,833 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.