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Independent Solutions Wealth Management’s Newmont NEM Stock Holding History

Independent Solutions Wealth Management’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 		$1.37M Buy
14,704
+241
+2% +$26.3K 0.18% 117
2026
Q1 		$1.57M Sell
14,463
-1,184
-8% -$136K 0.23% 104
2025
Q4 		$1.56M Buy
15,647
+659
+4% +$59.5K 0.29% 96
2025
Q3 		$1.26M Buy
14,988
+1,139
+8% +$79.4K 0.22% 103
2025
Q2 		$807K Sell
13,849
-2,199
-14% -$117K 0.16% 113
2025
Q1 		$775K Buy
16,048
+6,677
+71% +$293K 0.17% 111
2024
Q4 		$349K Hold
9,371
– – 0.08% 135
2024
Q3 		$501K Sell
9,371
-81
-0.9% -$4.02K 0.11% 119
2024
Q2 		$396K Buy
9,452
+1,950
+26% +$79.7K 0.09% 131
2024
Q1 		$269K Sell
7,502
-150
-2% -$5.17K 0.06% 149
2023
Q4 		$317K Sell
7,652
-1,614
-17% -$62.3K 0.08% 139
2023
Q3 		$342K Sell
9,266
-3,289
-26% -$134K 0.09% 151
2023
Q2 		$536K Sell
12,555
-3,551
-22% -$161K 0.13% 122
2023
Q1 		$790K Buy
16,106
+1,450
+10% +$70.3K 0.23% 94
2022
Q4 		$692K Sell
14,656
-11,283
-43% -$504K 0.21% 101
2022
Q3 		$1.09M Sell
25,939
-663
-2% -$31K 0.36% 69
2022
Q2 		$1.59M Buy
26,602
+3,548
+15% +$251K 0.49% 54
2022
Q1 		$1.83M Buy
23,054
+5,915
+35% +$400K 0.43% 57
2021
Q4 		$1.06M Buy
17,139
+7,929
+86% +$449K 0.25% 89
2021
Q3 		$500K Buy
9,210
+3,379
+58% +$199K 0.12% 133
2021
Q2 		$370K Buy
+5,831
New +$391K 0.09% 157

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Solutions Wealth Management's NEM Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Newmont (NEM) stake by 1.7% in Q2 2026, buying an estimated $26.3K and bringing the position to 14,704 shares worth $1.37M. The position accounts for 0.18% of the portfolio, ranked #117.

Independent Solutions Wealth Management first reported a position in NEM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.83M in Q1 2022. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Independent Solutions Wealth Management held 14,704 shares of Newmont worth $1.37M as of Q2 2026.
  • Independent Solutions Wealth Management bought 241 Newmont shares in Q2 2026, an estimated $26.3K.
  • Newmont made up 0.18% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Independent Solutions Wealth Management first reported a position in Newmont in Q2 2021 and has held it in 21 quarters since.
  • Independent Solutions Wealth Management's Newmont position peaked at $1.83M in Q1 2022.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.