FWM
NEM icon

Forza Wealth Management’s Newmont NEM Stock Holding History

Forza Wealth Management’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 		$261K Hold
2,797
– – 0.08% 174
2026
Q1 		$303K Hold
2,797
– – 0.11% 159
2025
Q4 		$279K Hold
2,797
– – 0.1% 164
2025
Q3 		$236K Buy
+2,797
New +$195K 0.09% 177
2023
Q3 		– Sell
-8,649
Closed -$369K – 185
2023
Q2 		$369K Buy
+8,649
New +$393K 0.19% 136

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 $3.37T AUM 44.26% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Forza Wealth Management's NEM Position: Q2 2026 in Review

Forza Wealth Management held its Newmont (NEM) position steady in Q2 2026 at 2,797 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #174.

Forza Wealth Management first reported a position in NEM in Q2 2023 and has held it in 5 quarters since. The position peaked at $369K in Q2 2023. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Forza Wealth Management held 2,797 shares of Newmont worth $261K as of Q2 2026.
  • Forza Wealth Management left its Newmont share count unchanged in Q2 2026.
  • Newmont made up 0.08% of Forza Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Forza Wealth Management first reported a position in Newmont in Q2 2023 and has held it in 5 quarters since.
  • Forza Wealth Management's Newmont position peaked at $369K in Q2 2023.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.