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EverSource Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History

EverSource Wealth Advisors’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Sell
977
-898
-48% -$108K ﹤0.01% 1264
2026
Q1 		$208K Buy
1,875
+545
+41% +$58.6K 0.01% 1031
2025
Q4 		$134K Buy
1,330
+96
+8% +$9.33K ﹤0.01% 1161
2025
Q3 		$122K Buy
1,234
+78
+7% +$7.25K ﹤0.01% 1179
2025
Q2 		$119K Buy
1,156
+438
+61% +$45.2K 0.01% 1104
2025
Q1 		$70.1K Buy
718
+46
+7% +$4.16K ﹤0.01% 1068
2024
Q4 		$57.5K Sell
672
-56
-8% -$5.2K ﹤0.01% 1128
2024
Q3 		$71.9K Sell
728
-496
-41% -$53.5K ﹤0.01% 913
2024
Q2 		$135K Sell
1,224
-55
-4% -$6.43K 0.01% 693
2024
Q1 		$151K Buy
1,279
+105
+9% +$13.7K 0.01% 578
2023
Q4 		$153K Buy
1,174
+72
+7% +$8.57K 0.01% 505
2023
Q3 		$120K Sell
1,102
-5
-0.5% -$555 0.01% 507
2023
Q2 		$123K Buy
1,107
+44
+4% +$4.42K 0.01% 511
2023
Q1 		$101K Sell
1,063
-22
-2% -$1.93K 0.01% 545
2022
Q4 		$84.8K Buy
1,085
+67
+7% +$4.93K 0.01% 565
2022
Q3 		$63K Buy
1,018
+962
+1,718% +$60.6K 0.01% 573
2022
Q2 		$4K Sell
56
-118
-68% -$8.73K ﹤0.01% 1319
2022
Q1 		$14K Buy
174
+7
+4% +$552 ﹤0.01% 839
2021
Q4 		$13K Buy
+167
New +$13.1K ﹤0.01% 845

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's FMX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fomento Económico Mexicano (FMX) stake by 48% in Q2 2026, selling an estimated $108K and leaving 977 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

EverSource Wealth Advisors first reported a position in FMX in Q4 2021 and has held it in 19 quarters since. The position peaked at $208K in Q1 2026. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • EverSource Wealth Advisors held 977 shares of Fomento Económico Mexicano worth $125K as of Q2 2026.
  • EverSource Wealth Advisors sold 898 Fomento Económico Mexicano shares in Q2 2026, an estimated $108K.
  • Fomento Económico Mexicano made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1264 holding.
  • EverSource Wealth Advisors first reported a position in Fomento Económico Mexicano in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Fomento Económico Mexicano position peaked at $208K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

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