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Root Financial Partners’s Newmont NEM Stock Holding History

Root Financial Partners’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 		$337K Buy
3,115
+1,651
+113% +$190K 0.02% 232
2025
Q4 		$146K Sell
1,464
-124
-8% -$11.2K 0.01% 354
2025
Q3 		$134K Buy
+1,588
New +$111K 0.01% 355

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Root Financial Partners's NEM Position: Q1 2026 in Review

Root Financial Partners increased its Newmont (NEM) stake by 113% in Q1 2026, buying an estimated $190K and bringing the position to 3,115 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #232.

Root Financial Partners first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. 1,829 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Root Financial Partners held 3,115 shares of Newmont worth $337K as of Q1 2026.
  • Root Financial Partners bought 1,651 Newmont shares in Q1 2026, an estimated $190K.
  • Newmont made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #232 holding.
  • Root Financial Partners first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.