Kaizen Financial Strategies’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$252K Buy
2,696
+7
+0.3% +$763 0.08% 151
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

Kaizen Financial Strategies's NEM Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Newmont (NEM) stake by 0.26% in Q2 2026, buying an estimated $763 and bringing the position to 2,696 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #151.

Kaizen Financial Strategies first reported a position in NEM in Q2 2024 and has held it in 7 quarters since. The position peaked at $305K in Q1 2026. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Kaizen Financial Strategies held 2,696 shares of Newmont worth $252K as of Q2 2026.
  • Kaizen Financial Strategies bought 7 Newmont shares in Q2 2026, an estimated $763.
  • Newmont made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #151 holding.
  • Kaizen Financial Strategies first reported a position in Newmont in Q2 2024 and has held it in 7 quarters since.
  • Kaizen Financial Strategies's Newmont position peaked at $305K in Q1 2026.
  • 1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.