Plan A Wealth’s Newmont NEM Stock Holding History

Plan A Wealth’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	-2,016	Closed	-$218K	–	205
2026 Q1	$218K	Sell	2,016 -169	-8%	-$19.5K	0.1%	152
2025 Q4	$218K	Sell	2,185 -588	-21%	-$53.1K	0.11%	150
2025 Q3	$234K	Buy	+2,773	New	+$193K	0.12%	137

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

Plan A Wealth's NEM Position: Q2 2026 in Review

Plan A Wealth sold out of Newmont (NEM) in Q2 2026, closing a stake of 2,016 shares — an estimated $218K sold.

Plan A Wealth first reported a position in NEM in Q3 2025 and held it in 3 quarters. The position peaked at $234K in Q3 2025. 1,773 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Plan A Wealth reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
Plan A Wealth sold 2,016 Newmont shares in Q2 2026, an estimated $218K.
Plan A Wealth first reported a position in Newmont in Q3 2025 and held it in 3 quarters.
Plan A Wealth's Newmont position peaked at $234K in Q3 2025.
1,773 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.