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Principia Wealth Advisory’s Newmont NEM Stock Holding History

Principia Wealth Advisory’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 		$8.5K Sell
91
-7
-7% -$763 ﹤0.01% 277
2026
Q1 		$10.6K Buy
98
+13
+15% +$1.5K 0.01% 199
2025
Q4 		$8.49K Buy
85
+13
+18% +$1.18K 0.01% 218
2025
Q3 		$6.07K Buy
72
+7
+11% +$488 ﹤0.01% 247
2025
Q2 		$3.79K Buy
65
+13
+25% +$694 ﹤0.01% 275
2025
Q1 		$2.54K Buy
52
+29
+126% +$1.27K ﹤0.01% 257
2024
Q4 		$856 Buy
+23
New +$1.05K ﹤0.01% 400

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principia Wealth Advisory's NEM Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Newmont (NEM) stake by 7.1% in Q2 2026, selling an estimated $763 and leaving 91 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Principia Wealth Advisory first reported a position in NEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6K in Q1 2026. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Principia Wealth Advisory held 91 shares of Newmont worth $8.5K as of Q2 2026.
  • Principia Wealth Advisory sold 7 Newmont shares in Q2 2026, an estimated $763.
  • Newmont made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #277 holding.
  • Principia Wealth Advisory first reported a position in Newmont in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Newmont position peaked at $10.6K in Q1 2026.
  • 1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.