SHP Wealth Management’s Newmont NEM Stock Holding History

SHP 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 Q1	$210K	Buy	1,938 +193	+11%	+$22.2K	0.02%	260
2025 Q4	$174K	Buy	+1,745	New	+$158K	0.01%	272

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SHP Wealth Management's NEM Position: Q1 2026 in Review

SHP Wealth Management increased its Newmont (NEM) stake by 11% in Q1 2026, buying an estimated $22.2K and bringing the position to 1,938 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #260.

SHP Wealth Management first reported a position in NEM in Q4 2025 and has held it in 2 quarters since. 1,835 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

SHP Wealth Management held 1,938 shares of Newmont worth $210K as of Q1 2026.
SHP Wealth Management bought 193 Newmont shares in Q1 2026, an estimated $22.2K.
Newmont made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #260 holding.
SHP Wealth Management first reported a position in Newmont in Q4 2025 and has held it in 2 quarters since.
1,835 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.