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Avidian Wealth Enterprises’s Freeport-McMoran FCX Stock Holding History

Avidian Wealth Enterprises’s Portfolio FCX Stock Details FCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-40,500
Closed -$1.97M – 512
2024
Q2 		$1.97M Buy
+40,500
New +$2.04M 0.08% 119
2021
Q4 		– Sell
-64,000
Closed -$149K – 546
2021
Q3 		$149K Buy
64,000
+37,000
+137% +$1.3M 0.01% 365
2021
Q2 		$159K Buy
+27,000
New +$1.05M 0.01% 377
2021
Q1 		– Sell
-75,000
Closed -$158K – 380
2020
Q4 		$158K Buy
+75,000
New +$1.56M 0.02% 313

Other funds holding FCX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Avidian Wealth Enterprises's FCX Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Freeport-McMoran (FCX) stake by 5.6% in Q2 2026, buying an estimated $42.8K and bringing the position to 12,597 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #374.

Avidian Wealth Enterprises first reported a position in FCX in Q1 2023 and has held it in 9 quarters since. 780 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Avidian Wealth Enterprises held 12,597 shares of Freeport-McMoran worth $792K as of Q2 2026.
  • Avidian Wealth Enterprises bought 666 Freeport-McMoran shares in Q2 2026, an estimated $42.8K.
  • Freeport-McMoran made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #374 holding.
  • Avidian Wealth Enterprises first reported a position in Freeport-McMoran in Q1 2023 and has held it in 9 quarters since.
  • 780 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.