SRWM
NEM icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Shira Ridge Wealth Management's NEM Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its Newmont (NEM) stake by 0.04% in Q2 2026, buying an estimated $109 and bringing the position to 2,456 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #76.

Shira Ridge Wealth Management first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $266K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Shira Ridge Wealth Management held 2,456 shares of Newmont worth $229K as of Q2 2026.
  • Shira Ridge Wealth Management bought 1 Newmont share in Q2 2026, an estimated $109.
  • Newmont made up 0.08% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Shira Ridge Wealth Management first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Shira Ridge Wealth Management's Newmont position peaked at $266K in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.