Congress Wealth Management’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
8,032
+3,771
+89% +$201K ﹤0.01% 949
2025
Q1
$205K Buy
+4,261
New +$187K ﹤0.01% 1031

Other funds holding NEM

Congress Wealth Management's NEM Position: Q2 2025 in Review

Congress Wealth Management increased its Newmont (NEM) stake by 89% in Q2 2025, buying an estimated $201K and bringing the position to 8,032 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Congress Wealth Management first reported a position in NEM in Q1 2025 and has held it in 2 quarters since. 1,335 funds tracked by Wall St. Rank hold NEM as of Q2 2025.

  • Congress Wealth Management held 8,032 shares of Newmont worth $468K as of Q2 2025.
  • Congress Wealth Management bought 3,771 Newmont shares in Q2 2025, an estimated $201K.
  • Newmont made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #949 holding.
  • Congress Wealth Management first reported a position in Newmont in Q1 2025 and has held it in 2 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Newmont as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.