Estate Planners Group’s Newmont NEM Stock Holding History

Estate Planners Group’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	-102	Closed	-$10.2K	–	299
2025 Q4	$10.2K	Buy	+102	New	+$9.22K	﹤0.01%	280

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 $3.38T AUM 44.17% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Estate Planners Group's NEM Position: Q1 2026 in Review

Estate Planners Group sold out of Newmont (NEM) in Q1 2026, closing a stake of 102 shares — an estimated $10.2K sold.

Estate Planners Group first reported a position in NEM in Q4 2025 and held it in 1 quarter. The position peaked at $10.2K in Q4 2025. 1,844 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Estate Planners Group reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 102 Newmont shares in Q1 2026, an estimated $10.2K.
Estate Planners Group first reported a position in Newmont in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Newmont position peaked at $10.2K in Q4 2025.
1,844 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.