Concord Wealth Partners’s Newmont NEM Stock Holding History

Concord 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	$42.7K	Buy	+457	New	+$49.8K	﹤0.01%	383
2026 Q1	–	Sell	-457	Closed	-$45.7K	–	585
2025 Q4	$45.7K	Hold	457	–	–	0.01%	337
2025 Q3	$38.6K	Hold	457	–	–	0.01%	376
2025 Q2	$26.6K	Buy	457 +385	+535%	+$20.6K	﹤0.01%	431
2025 Q1	$3.48K	Sell	72 -6,255	-99%	-$275K	﹤0.01%	634
2024 Q4	$236K	Sell	6,327 -520	-8%	-$23.7K	0.04%	191
2024 Q3	$366K	Buy	6,847 +96	+1%	+$4.77K	0.06%	154
2024 Q2	$283K	Sell	6,751 -81	-1%	-$3.31K	0.05%	167
2024 Q1	$245K	Buy	6,832 +1,521	+29%	+$52.4K	0.04%	190
2023 Q4	$220K	Sell	5,311 -713	-12%	-$27.5K	0.04%	186
2023 Q3	$223K	Buy	6,024 +2,749	+84%	+$112K	0.05%	187
2023 Q2	$140K	Buy	3,275 +1,365	+71%	+$62K	0.03%	231
2023 Q1	$93.6K	Sell	1,910 -356	-16%	-$17.3K	0.03%	257
2022 Q4	$107K	Buy	+2,266	New	+$101K	0.03%	239
2022 Q3	–	Sell	-630	Closed	-$38K	–	768
2022 Q2	$38K	Buy	630 +415	+193%	+$29.4K	0.01%	417
2022 Q1	$17K	Buy	+215	New	+$14.5K	﹤0.01%	664
2021 Q2	–	Sell	-20	Closed	-$1K	–	1084
2021 Q1	$1K	Buy	+20	New	+$1.2K	﹤0.01%	932

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

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

Concord Wealth Partners opened a new position in Newmont (NEM) in Q2 2026: 457 shares worth $42.7K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NEM as recently as Q4 2025.

Concord Wealth Partners first reported a position in NEM in Q1 2021 and has held it in 17 quarters since. The position peaked at $366K in Q3 2024. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Concord Wealth Partners held 457 shares of Newmont worth $42.7K as of Q2 2026.
Newmont was a new Concord Wealth Partners position in Q2 2026.
Newmont made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #383 holding.
Concord Wealth Partners first reported a position in Newmont in Q1 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Newmont position peaked at $366K in Q3 2024.
1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.