Nvest Wealth Strategies’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.4K Buy
133
+26
+24% +$2.83K 0.01% 107
2026
Q1
$11.6K Buy
107
+7
+7% +$807 0.01% 111
2025
Q4
$9.98K Buy
+100
New +$9.04K 0.01% 117

Other funds holding NEM

Nvest Wealth Strategies's NEM Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Newmont (NEM) stake by 24% in Q2 2026, buying an estimated $2.83K and bringing the position to 133 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #107.

Nvest Wealth Strategies first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Nvest Wealth Strategies held 133 shares of Newmont worth $12.4K as of Q2 2026.
  • Nvest Wealth Strategies bought 26 Newmont shares in Q2 2026, an estimated $2.83K.
  • Newmont made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #107 holding.
  • Nvest Wealth Strategies first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.