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Kaizen Financial Strategies’s Newmont NEM Stock Holding History

Kaizen Financial Strategies’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 		$305K Sell
2,689
-285
-10% -$32.9K 0.13% 123
2025
Q4 		$297K Buy
2,974
+6
+0.2% +$542 0.13% 128
2025
Q3 		$245K Sell
2,968
-499
-14% -$34.8K 0.11% 131
2025
Q2 		$202K Buy
+3,467
New +$185K 0.1% 146
2024
Q4 		– Sell
-4,837
Closed -$259K – 140
2024
Q3 		$259K Buy
4,837
+22
+0.5% +$1.09K 0.15% 113
2024
Q2 		$228K Buy
+4,815
New +$197K 0.14% 116

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

Kaizen Financial Strategies's NEM Position: Q1 2026 in Review

Kaizen Financial Strategies reduced its Newmont (NEM) stake by 9.6% in Q1 2026, selling an estimated $32.9K and leaving 2,689 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #123.

Kaizen Financial Strategies first reported a position in NEM in Q2 2024 and has held it in 6 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Kaizen Financial Strategies held 2,689 shares of Newmont worth $305K as of Q1 2026.
  • Kaizen Financial Strategies sold 285 Newmont shares in Q1 2026, an estimated $32.9K.
  • Newmont made up 0.13% of Kaizen Financial Strategies's portfolio in Q1 2026, its #123 holding.
  • Kaizen Financial Strategies first reported a position in Newmont in Q2 2024 and has held it in 6 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.