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Intergy Private Wealth’s Cemex CX Stock Holding History

Intergy Private Wealth’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$180K Sell
14,968
-626
-4% -$7.77K 0.04% 144
2026
Q1 		$178K Sell
15,594
-469
-3% -$5.59K 0.05% 120
2025
Q4 		$185K Buy
16,063
+1,760
+12% +$18.2K 0.06% 112
2025
Q3 		$129K Buy
14,303
+3,403
+31% +$29K 0.04% 107
2025
Q2 		$75.5K Buy
+10,900
New +$69.1K 0.03% 100

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Intergy Private Wealth's CX Position: Q2 2026 in Review

Intergy Private Wealth reduced its Cemex (CX) stake by 4% in Q2 2026, selling an estimated $7.77K and leaving 14,968 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #144.

Intergy Private Wealth first reported a position in CX in Q2 2025 and has held it in 5 quarters since. The position peaked at $185K in Q4 2025. 320 funds tracked by Wall St. Rank hold CX as of Q2 2026.

  • Intergy Private Wealth held 14,968 shares of Cemex worth $180K as of Q2 2026.
  • Intergy Private Wealth sold 626 Cemex shares in Q2 2026, an estimated $7.77K.
  • Cemex made up 0.04% of Intergy Private Wealth's portfolio in Q2 2026, its #144 holding.
  • Intergy Private Wealth first reported a position in Cemex in Q2 2025 and has held it in 5 quarters since.
  • Intergy Private Wealth's Cemex position peaked at $185K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Cemex as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.