AWM
SCCO icon

Ariadne Wealth Management’s Southern Copper SCCO Stock Holding History

Ariadne Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Sell
1,893
-589
-24% -$106K 0.14% 162
2026
Q1 		$418K Sell
2,482
-162
-6% -$29.3K 0.19% 118
2025
Q4 		$513K Buy
2,644
+106
+4% +$13.9K 0.21% 101
2025
Q3 		$327K Sell
2,538
-107
-4% -$10.4K 0.15% 153
2025
Q2 		$251K Sell
2,645
-134
-5% -$11.7K 0.12% 175
2025
Q1 		$236K Sell
2,779
-168
-6% -$14.9K 0.12% 179
2024
Q4 		$268K Sell
2,947
-223
-7% -$22K 0.12% 168
2024
Q3 		$337K Buy
+3,170
New +$308K 0.18% 114

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariadne Wealth Management's SCCO Position: Q2 2026 in Review

Ariadne Wealth Management reduced its Southern Copper (SCCO) stake by 24% in Q2 2026, selling an estimated $106K and leaving 1,893 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #162.

Ariadne Wealth Management first reported a position in SCCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $513K in Q4 2025. 863 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Ariadne Wealth Management held 1,893 shares of Southern Copper worth $326K as of Q2 2026.
  • Ariadne Wealth Management sold 589 Southern Copper shares in Q2 2026, an estimated $106K.
  • Southern Copper made up 0.14% of Ariadne Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Ariadne Wealth Management first reported a position in Southern Copper in Q3 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's Southern Copper position peaked at $513K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.