Optimize Financial’s Newmont NEM Stock Holding History

Optimize Financial’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	-3,929	Closed	-$392K	–	407
2025 Q4	$392K	Buy	3,929 +56	+1%	+$5.06K	0.2%	214
2025 Q3	$327K	Buy	+3,873	New	+$270K	0.17%	250

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

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

Optimize Financial's NEM Position: Q1 2026 in Review

Optimize Financial sold out of Newmont (NEM) in Q1 2026, closing a stake of 3,929 shares — an estimated $392K sold.

Optimize Financial first reported a position in NEM in Q3 2025 and held it in 2 quarters. The position peaked at $392K in Q4 2025. 1,840 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Optimize Financial reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 3,929 Newmont shares in Q1 2026, an estimated $392K.
Optimize Financial first reported a position in Newmont in Q3 2025 and held it in 2 quarters.
Optimize Financial's Newmont position peaked at $392K in Q4 2025.
1,840 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.