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Kathleen S. Wright Associates’s FMC FMC Stock Holding History

Kathleen S. Wright Associates’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
-217
Closed -$9.15K – 247
2025
Q1 		$9.15K Hold
217
– – ﹤0.01% 222
2024
Q4 		$10.5K Hold
217
– – ﹤0.01% 217
2024
Q3 		$14.3K Buy
+217
New +$13.3K 0.01% 234

Other funds holding FMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kathleen S. Wright Associates's FMC Position: Q2 2025 in Review

Kathleen S. Wright Associates sold out of FMC (FMC) in Q2 2025, closing a stake of 217 shares — an estimated $9.15K sold.

Kathleen S. Wright Associates first reported a position in FMC in Q3 2024 and held it in 3 quarters. The position peaked at $14.3K in Q3 2024. 502 funds tracked by Wall St. Rank hold FMC as of Q2 2025.

  • Kathleen S. Wright Associates reported no remaining FMC position as of Q2 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 217 FMC shares in Q2 2025, an estimated $9.15K.
  • Kathleen S. Wright Associates first reported a position in FMC in Q3 2024 and held it in 3 quarters.
  • Kathleen S. Wright Associates's FMC position peaked at $14.3K in Q3 2024.
  • 502 funds tracked by Wall St. Rank held FMC as of Q2 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2025, filed 31 Jul 2025.