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Montz Harcus Wealth Management’s Newmont NEM Stock Holding History

Montz Harcus 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 		$575K Buy
6,161
+10
+0.2% +$1.09K 0.2% 46
2026
Q1 		$666K Hold
6,151
– – 0.27% 41
2025
Q4 		$614K Sell
6,151
-9
-0.1% -$813 0.25% 41
2025
Q3 		$519K Buy
+6,160
New +$430K 0.23% 46

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

Montz Harcus Wealth Management's NEM Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Newmont (NEM) stake by 0.16% in Q2 2026, buying an estimated $1.09K and bringing the position to 6,161 shares worth $575K. The position accounts for 0.2% of the portfolio, ranked #46.

Montz Harcus Wealth Management first reported a position in NEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $666K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Montz Harcus Wealth Management held 6,161 shares of Newmont worth $575K as of Q2 2026.
  • Montz Harcus Wealth Management bought 10 Newmont shares in Q2 2026, an estimated $1.09K.
  • Newmont made up 0.2% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Montz Harcus Wealth Management first reported a position in Newmont in Q3 2025 and has held it in 4 quarters since.
  • Montz Harcus Wealth Management's Newmont position peaked at $666K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.