Exencial Wealth Advisors’s FMC FMC Stock Holding History

Exencial Wealth Advisors’s Portfolio FMC Stock Details FMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-22,864	Closed	-$965K	–	502
2025 Q1	$965K	Buy	22,864 +1,667	+8%	+$74K	0.04%	283
2024 Q4	$1.03M	Sell	21,197 -5,895	-22%	-$344K	0.04%	282
2024 Q3	$1.79M	Buy	27,092 +1,622	+6%	+$99.3K	0.06%	226
2024 Q2	$1.47M	Buy	25,470 +41	+0.2%	+$2.45K	0.06%	232
2024 Q1	$1.62M	Buy	25,429 +1,257	+5%	+$73.4K	0.06%	229
2023 Q4	$1.52M	Buy	24,172 +14,253	+144%	+$826K	0.06%	223
2023 Q3	$664K	Buy	+9,919	New	+$859K	0.03%	265

Other funds holding FMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Exencial Wealth Advisors's FMC Position: Q2 2025 in Review

Exencial Wealth Advisors sold out of FMC (FMC) in Q2 2025, closing a stake of 22,864 shares — an estimated $965K sold.

Exencial Wealth Advisors first reported a position in FMC in Q3 2023 and held it in 7 quarters. The position peaked at $1.79M in Q3 2024. 502 funds tracked by Wall St. Rank hold FMC as of Q2 2025.

Exencial Wealth Advisors reported no remaining FMC position as of Q2 2025 after selling out during the quarter.
Exencial Wealth Advisors sold 22,864 FMC shares in Q2 2025, an estimated $965K.
Exencial Wealth Advisors first reported a position in FMC in Q3 2023 and held it in 7 quarters.
Exencial Wealth Advisors's FMC position peaked at $1.79M in Q3 2024.
502 funds tracked by Wall St. Rank held FMC as of Q2 2025.

Based on Exencial Wealth Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.