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 Q2	$237K	Sell	2,542 -573	-18%	-$62.4K	0.01%	347
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 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

Root Financial Partners's NEM Position: Q2 2026 in Review

Root Financial Partners reduced its Newmont (NEM) stake by 18% in Q2 2026, selling an estimated $62.4K and leaving 2,542 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #347.

Root Financial Partners first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $337K in Q1 2026. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Root Financial Partners held 2,542 shares of Newmont worth $237K as of Q2 2026.
Root Financial Partners sold 573 Newmont shares in Q2 2026, an estimated $62.4K.
Newmont made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #347 holding.
Root Financial Partners first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Newmont position peaked at $337K in Q1 2026.
1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.