SWM
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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
Q2 		$173K Sell
1,847
-91
-5% -$9.91K 0.01% 325
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SHP Wealth Management's NEM Position: Q2 2026 in Review

SHP Wealth Management reduced its Newmont (NEM) stake by 4.7% in Q2 2026, selling an estimated $9.91K and leaving 1,847 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #325.

SHP Wealth Management first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $210K in Q1 2026. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • SHP Wealth Management held 1,847 shares of Newmont worth $173K as of Q2 2026.
  • SHP Wealth Management sold 91 Newmont shares in Q2 2026, an estimated $9.91K.
  • Newmont made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #325 holding.
  • SHP Wealth Management first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Newmont position peaked at $210K in Q1 2026.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.