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Strategic Wealth Partners’s Newmont NEM Stock Holding History

Strategic Wealth Partners’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 		$38.4K Buy
411
+58
+16% +$6.32K ﹤0.01% 580
2026
Q1 		$38.3K Buy
353
+7
+2% +$807 ﹤0.01% 561
2025
Q4 		$34.5K Sell
346
-56
-14% -$5.06K ﹤0.01% 586
2025
Q3 		$33.9K Hold
402
– – ﹤0.01% 631
2025
Q2 		$23.4K Buy
+402
New +$21.5K ﹤0.01% 623
2021
Q3 		– Sell
-17,156
Closed -$1.09M – 237
2021
Q2 		$1.09M Buy
17,156
+652
+4% +$43.7K 0.35% 80
2021
Q1 		$995K Buy
+16,504
New +$987K 0.4% 64
2019
Q4 		– Sell
-557
Closed -$20 – 369
2019
Q3 		$20 Buy
557
+164
+42% +$6.37K ﹤0.01% 387
2019
Q2 		$15K Buy
393
+293
+293% +$9.9K 0.01% 413
2019
Q1 		$4K Sell
100
-14
-12% -$474 ﹤0.01% 677
2018
Q4 		$4K Buy
114
+14
+14% +$454 ﹤0.01% 591
2018
Q3 		$3K Hold
100
– – ﹤0.01% 589
2018
Q2 		$4K Hold
100
– – ﹤0.01% 659
2018
Q1 		$4K Sell
100
-300
-75% -$11.6K ﹤0.01% 675
2017
Q4 		$15K Buy
+400
New +$14.7K 0.01% 416

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 $3.37T AUM 44.26% 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

Strategic Wealth Partners's NEM Position: Q2 2026 in Review

Strategic Wealth Partners increased its Newmont (NEM) stake by 16% in Q2 2026, buying an estimated $6.32K and bringing the position to 411 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Strategic Wealth Partners first reported a position in NEM in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.09M in Q2 2021. 1,778 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Strategic Wealth Partners held 411 shares of Newmont worth $38.4K as of Q2 2026.
  • Strategic Wealth Partners bought 58 Newmont shares in Q2 2026, an estimated $6.32K.
  • Newmont made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #580 holding.
  • Strategic Wealth Partners first reported a position in Newmont in Q4 2017 and has held it in 15 quarters since.
  • Strategic Wealth Partners's Newmont position peaked at $1.09M in Q2 2021.
  • 1,778 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.