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Shira Ridge Wealth Management’s Newmont NEM Stock Holding History

Shira Ridge Wealth Management’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
Q3 		$285K Buy
2,475
+19
+0.8% +$2.13K 0.1% 66
2026
Q2 		$229K Buy
2,456
+1
+0% +$109 0.08% 76
2026
Q1 		$266K Sell
2,455
-82
-3% -$9.45K 0.11% 64
2025
Q4 		$253K Buy
+2,537
New +$229K 0.1% 67

Other funds holding NEM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Shira Ridge Wealth Management's NEM Position: Q3 2026 in Review

Shira Ridge Wealth Management increased its Newmont (NEM) stake by 0.77% in Q3 2026, buying an estimated $2.13K and bringing the position to 2,475 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #66.

Shira Ridge Wealth Management first reported a position in NEM in Q4 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Shira Ridge Wealth Management held 2,475 shares of Newmont worth $285K as of Q3 2026.
  • Shira Ridge Wealth Management bought 19 Newmont shares in Q3 2026, an estimated $2.13K.
  • Newmont made up 0.1% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Shira Ridge Wealth Management first reported a position in Newmont in Q4 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.