SageView Advisory Group’s Newmont NEM Stock Holding History

SageView Advisory 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	$478K	Buy	5,123 +132	+3%	+$14.4K	0.02%	371
2026 Q1	$540K	Sell	4,991 -567	-10%	-$65.4K	0.02%	340
2025 Q4	$555K	Sell	5,558 -51	-0.9%	-$4.61K	0.02%	345
2025 Q3	$473K	Buy	5,609 +206	+4%	+$14.4K	0.02%	394
2025 Q2	$344K	Buy	5,403 +342	+7%	+$18.3K	0.01%	456
2025 Q1	$244K	Buy	+5,061	New	+$222K	0.01%	525

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

SageView Advisory Group's NEM Position: Q2 2026 in Review

SageView Advisory Group increased its Newmont (NEM) stake by 2.6% in Q2 2026, buying an estimated $14.4K and bringing the position to 5,123 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #371.

SageView Advisory Group first reported a position in NEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $555K in Q4 2025. 1,136 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

SageView Advisory Group held 5,123 shares of Newmont worth $478K as of Q2 2026.
SageView Advisory Group bought 132 Newmont shares in Q2 2026, an estimated $14.4K.
Newmont made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #371 holding.
SageView Advisory Group first reported a position in Newmont in Q1 2025 and has held it in 6 quarters since.
SageView Advisory Group's Newmont position peaked at $555K in Q4 2025.
1,136 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.