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Synergy Investment Management’s Newmont NEM Stock Holding History

Synergy Investment 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 		$87.1K Buy
935
+421
+82% +$45.9K 0.02% 293
2026
Q1 		$55.7K Buy
+514
New +$59.3K 0.02% 272
2025
Q2 		– Sell
-38
Closed -$1.83K – 396
2025
Q1 		$1.83K Hold
38
– – ﹤0.01% 549
2024
Q4 		$1.41K Buy
+38
New +$1.73K ﹤0.01% 591

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Synergy Investment Management's NEM Position: Q2 2026 in Review

Synergy Investment Management increased its Newmont (NEM) stake by 82% in Q2 2026, buying an estimated $45.9K and bringing the position to 935 shares worth $87.1K. The position accounts for 0.02% of the portfolio, ranked #293.

Synergy Investment Management first reported a position in NEM in Q4 2024 and has held it in 4 quarters since. 1,787 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Synergy Investment Management held 935 shares of Newmont worth $87.1K as of Q2 2026.
  • Synergy Investment Management bought 421 Newmont shares in Q2 2026, an estimated $45.9K.
  • Newmont made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #293 holding.
  • Synergy Investment Management first reported a position in Newmont in Q4 2024 and has held it in 4 quarters since.
  • 1,787 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.