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Concurrent Investment Advisors’s Newmont NEM Stock Holding History

Concurrent Investment Advisors’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 		$2.11M Sell
22,559
-3,644
-14% -$397K 0.02% 702
2026
Q1 		$2.84M Sell
26,203
-6,349
-20% -$732K 0.03% 505
2025
Q4 		$3.25M Buy
32,552
+19,825
+156% +$1.79M 0.04% 431
2025
Q3 		$1.07M Buy
12,727
+334
+3% +$23.3K 0.02% 634
2025
Q2 		$722K Buy
12,393
+2,881
+30% +$154K 0.01% 713
2025
Q1 		$459K Sell
9,512
-24,835
-72% -$1.09M 0.01% 771
2024
Q4 		$1.28M Buy
34,347
+6,549
+24% +$298K 0.03% 430
2024
Q3 		$1.49M Buy
27,798
+4,469
+19% +$222K 0.04% 380
2024
Q2 		$977K Buy
+23,329
New +$954K 0.03% 439

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

Concurrent Investment Advisors's NEM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Newmont (NEM) stake by 14% in Q2 2026, selling an estimated $397K and leaving 22,559 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #702.

Concurrent Investment Advisors first reported a position in NEM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.25M in Q4 2025. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Concurrent Investment Advisors held 22,559 shares of Newmont worth $2.11M as of Q2 2026.
  • Concurrent Investment Advisors sold 3,644 Newmont shares in Q2 2026, an estimated $397K.
  • Newmont made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #702 holding.
  • Concurrent Investment Advisors first reported a position in Newmont in Q2 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Newmont position peaked at $3.25M in Q4 2025.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.