Osterweis Capital Management’s Newmont NEM Stock Holding History

Osterweis Capital 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
2025 Q2	–	Sell	-25	Closed	-$1.21K	–	382
2025 Q1	$1.21K	Buy	+25	New	+$1.1K	﹤0.01%	219

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osterweis Capital Management's NEM Position: Q2 2025 in Review

Osterweis Capital Management sold out of Newmont (NEM) in Q2 2025, closing a stake of 25 shares — an estimated $1.21K sold.

Osterweis Capital Management first reported a position in NEM in Q1 2025 and held it in 1 quarter. The position peaked at $1.21K in Q1 2025. 1,333 funds tracked by Wall St. Rank hold NEM as of Q2 2025.

Osterweis Capital Management reported no remaining Newmont position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 25 Newmont shares in Q2 2025, an estimated $1.21K.
Osterweis Capital Management first reported a position in Newmont in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's Newmont position peaked at $1.21K in Q1 2025.
1,333 funds tracked by Wall St. Rank held Newmont as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.