Merit Financial Group’s Newmont NEM Stock Holding History

Merit Financial Group’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	$5.82M	Sell	62,263 -1,779	-3%	-$194K	0.04%	388
2026 Q1	$6.93M	Buy	64,042 +4,958	+8%	+$572K	0.05%	313
2025 Q4	$5.9M	Buy	59,084 +19,168	+48%	+$1.73M	0.05%	321
2025 Q3	$3.37M	Buy	39,916 +9,863	+33%	+$688K	0.03%	413
2025 Q2	$1.75M	Buy	30,053 +13,055	+77%	+$697K	0.02%	574
2025 Q1	$821K	Buy	16,998 +8,817	+108%	+$387K	0.01%	730
2024 Q4	$304K	Buy	+8,181	New	+$373K	0.01%	922

Other funds holding NEM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Merit Financial Group's NEM Position: Q2 2026 in Review

Merit Financial Group reduced its Newmont (NEM) stake by 2.8% in Q2 2026, selling an estimated $194K and leaving 62,263 shares worth $5.82M. The position accounts for 0.04% of the portfolio, ranked #388.

Merit Financial Group first reported a position in NEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.93M in Q1 2026. 348 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Merit Financial Group held 62,263 shares of Newmont worth $5.82M as of Q2 2026.
Merit Financial Group sold 1,779 Newmont shares in Q2 2026, an estimated $194K.
Newmont made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #388 holding.
Merit Financial Group first reported a position in Newmont in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Newmont position peaked at $6.93M in Q1 2026.
348 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.