Norris Financial Group’s Newmont NEM Stock Holding History

Norris Financial 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 Q2	–	Sell	-24,908	Closed	-$2.7M	–	97
2026 Q1	$2.7M	Sell	24,908 -484	-2%	-$55.8K	0.88%	36
2025 Q4	$2.54M	Sell	25,392 -3,385	-12%	-$306K	0.86%	38
2025 Q3	$2.43M	Sell	28,777 -1,486	-5%	-$104K	0.89%	38
2025 Q2	$1.76M	Sell	30,263 -10	-0%	-$534	0.72%	39
2025 Q1	$1.46M	Buy	+30,273	New	+$1.33M	0.68%	42
2020 Q4	–	Sell	-13,475	Closed	-$855K	–	75
2020 Q3	$855K	Sell	13,475 -1,100	-8%	-$71.7K	0.72%	34
2020 Q2	$900K	Sell	14,575 -464	-3%	-$27.5K	0.85%	30
2020 Q1	$681K	Buy	+15,039	New	+$679K	0.76%	33

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

Norris Financial Group's NEM Position: Q2 2026 in Review

Norris Financial Group sold out of Newmont (NEM) in Q2 2026, closing a stake of 24,908 shares — an estimated $2.7M sold.

Norris Financial Group first reported a position in NEM in Q1 2020 and held it in 8 quarters. The position peaked at $2.7M in Q1 2026. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Norris Financial Group reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
Norris Financial Group sold 24,908 Newmont shares in Q2 2026, an estimated $2.7M.
Norris Financial Group first reported a position in Newmont in Q1 2020 and held it in 8 quarters.
Norris Financial Group's Newmont position peaked at $2.7M in Q1 2026.
1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.