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Simplicity Wealth’s Newmont NEM Stock Holding History

Simplicity Wealth’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 		$1.65M Buy
15,238
+2,789
+22% +$322K 0.09% 213
2025
Q4 		$1.24M Buy
12,449
+1,559
+14% +$141K 0.07% 243
2025
Q3 		$918K Sell
10,890
-7,832
-42% -$546K 0.05% 314
2025
Q2 		$1.09M Buy
+18,722
New +$999K 0.05% 313
2024
Q3 		– Sell
-17,460
Closed -$731K – 957
2024
Q2 		$731K Buy
17,460
+7,849
+82% +$321K 0.02% 623
2024
Q1 		$344K Buy
+9,611
New +$331K 0.01% 870

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Wealth's NEM Position: Q1 2026 in Review

Simplicity Wealth increased its Newmont (NEM) stake by 22% in Q1 2026, buying an estimated $322K and bringing the position to 15,238 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #213.

Simplicity Wealth first reported a position in NEM in Q1 2024 and has held it in 6 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Simplicity Wealth held 15,238 shares of Newmont worth $1.65M as of Q1 2026.
  • Simplicity Wealth bought 2,789 Newmont shares in Q1 2026, an estimated $322K.
  • Newmont made up 0.09% of Simplicity Wealth's portfolio in Q1 2026, its #213 holding.
  • Simplicity Wealth first reported a position in Newmont in Q1 2024 and has held it in 6 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.