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Schwarz Dygos Wheeler Investment Advisors’s Newmont NEM Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$215K Sell
2,300
-6
-0.3% -$654 0.04% 166
2026
Q1 		$249K Sell
2,306
-50
-2% -$5.76K 0.05% 147
2025
Q4 		$235K Buy
+2,356
New +$213K 0.05% 152

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's NEM Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Newmont (NEM) stake by 0.26% in Q2 2026, selling an estimated $654 and leaving 2,300 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #166.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $249K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 2,300 shares of Newmont worth $215K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 6 Newmont shares in Q2 2026, an estimated $654.
  • Newmont made up 0.04% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #166 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Newmont position peaked at $249K in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.