Plan Group Financial’s Newmont NEM Stock Holding History

Plan Group 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 Q2	–	Sell	-5,000	Closed	-$541K	–	268
2026 Q1	$541K	Hold	5,000	–	–	0.13%	121
2025 Q4	$499K	Sell	5,000 -2,064	-29%	-$186K	0.13%	117
2025 Q3	$596K	Buy	+7,064	New	+$493K	0.16%	110

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 Group Financial's NEM Position: Q2 2026 in Review

Plan Group Financial sold out of Newmont (NEM) in Q2 2026, closing a stake of 5,000 shares — an estimated $541K sold.

Plan Group Financial first reported a position in NEM in Q3 2025 and held it in 3 quarters. The position peaked at $596K in Q3 2025. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Plan Group Financial reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
Plan Group Financial sold 5,000 Newmont shares in Q2 2026, an estimated $541K.
Plan Group Financial first reported a position in Newmont in Q3 2025 and held it in 3 quarters.
Plan Group Financial's Newmont position peaked at $596K in Q3 2025.
1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.