Waypoint Wealth Counsel’s Newmont NEM Stock Holding History

Waypoint Wealth Counsel’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	$233K	Sell	2,499 -1,722	-41%	-$188K	0.15%	122
2026 Q1	$457K	Sell	4,221 -2,304	-35%	-$266K	0.24%	85
2025 Q4	$652K	Buy	6,525 +435	+7%	+$39.3K	0.24%	77
2025 Q3	$513K	Buy	6,090 +1,883	+45%	+$131K	0.2%	94
2025 Q2	$245K	Buy	+4,207	New	+$225K	0.12%	150

Other funds holding NEM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Waypoint Wealth Counsel's NEM Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Newmont (NEM) stake by 41% in Q2 2026, selling an estimated $188K and leaving 2,499 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #122.

Waypoint Wealth Counsel first reported a position in NEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $652K in Q4 2025. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Waypoint Wealth Counsel held 2,499 shares of Newmont worth $233K as of Q2 2026.
Waypoint Wealth Counsel sold 1,722 Newmont shares in Q2 2026, an estimated $188K.
Newmont made up 0.15% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #122 holding.
Waypoint Wealth Counsel first reported a position in Newmont in Q2 2025 and has held it in 5 quarters since.
Waypoint Wealth Counsel's Newmont position peaked at $652K in Q4 2025.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.