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United Financial Planning Group’s Newmont NEM Stock Holding History

United Financial Planning Group’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 		$480K Buy
5,135
+222
+5% +$24.2K 0.24% 31
2026
Q1 		$532K Sell
4,913
-2,528
-34% -$291K 0.31% 28
2025
Q4 		$743K Sell
7,441
-2,914
-28% -$263K 0.45% 29
2025
Q3 		$873K Buy
+10,355
New +$722K 0.55% 19

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

United Financial Planning Group's NEM Position: Q2 2026 in Review

United Financial Planning Group increased its Newmont (NEM) stake by 4.5% in Q2 2026, buying an estimated $24.2K and bringing the position to 5,135 shares worth $480K. The position accounts for 0.24% of the portfolio, ranked #31.

United Financial Planning Group first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $873K in Q3 2025. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • United Financial Planning Group held 5,135 shares of Newmont worth $480K as of Q2 2026.
  • United Financial Planning Group bought 222 Newmont shares in Q2 2026, an estimated $24.2K.
  • Newmont made up 0.24% of United Financial Planning Group's portfolio in Q2 2026, its #31 holding.
  • United Financial Planning Group first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Newmont position peaked at $873K in Q3 2025.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.