PDS Planning’s Newmont NEM Stock Holding History

PDS Planning’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	$420K	Sell	4,495 -32	-0.7%	-$3.49K	0.02%	329
2026 Q1	$490K	Buy	4,527 +73	+2%	+$8.41K	0.03%	273
2025 Q4	$445K	Buy	4,454 +387	+10%	+$35K	0.03%	284
2025 Q3	$343K	Sell	4,067 -257	-6%	-$17.9K	0.02%	336
2025 Q2	$252K	Buy	+4,324	New	+$231K	0.02%	406

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

PDS Planning's NEM Position: Q2 2026 in Review

PDS Planning reduced its Newmont (NEM) stake by 0.71% in Q2 2026, selling an estimated $3.49K and leaving 4,495 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #329.

PDS Planning first reported a position in NEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $490K in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

PDS Planning held 4,495 shares of Newmont worth $420K as of Q2 2026.
PDS Planning sold 32 Newmont shares in Q2 2026, an estimated $3.49K.
Newmont made up 0.02% of PDS Planning's portfolio in Q2 2026, its #329 holding.
PDS Planning first reported a position in Newmont in Q2 2025 and has held it in 5 quarters since.
PDS Planning's Newmont position peaked at $490K in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.