Modera Wealth Management’s Freeport-McMoran FCX Stock Holding History

Modera Wealth Management’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
2026 Q2	$482K	Buy	7,658 +2,075	+37%	+$133K	0.01%	464
2026 Q1	$328K	Sell	5,583 -200	-3%	-$12.1K	﹤0.01%	519
2025 Q4	$294K	Buy	+5,783	New	+$251K	﹤0.01%	548
2025 Q3	–	Sell	-5,931	Closed	-$257K	–	655
2025 Q2	$257K	Buy	+5,931	New	+$225K	﹤0.01%	568
2024 Q4	–	Sell	-6,429	Closed	-$321K	–	625
2024 Q3	$321K	Buy	+6,429	New	+$290K	﹤0.01%	481
2022 Q1	–	Sell	-13,158	Closed	-$549K	–	436
2021 Q4	$549K	Buy	+13,158	New	+$500K	0.02%	260

Other funds holding FCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Modera Wealth Management's FCX Position: Q2 2026 in Review

Modera Wealth Management increased its Freeport-McMoran (FCX) stake by 37% in Q2 2026, buying an estimated $133K and bringing the position to 7,658 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #464.

Modera Wealth Management first reported a position in FCX in Q4 2021 and has held it in 6 quarters since. The position peaked at $549K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Modera Wealth Management held 7,658 shares of Freeport-McMoran worth $482K as of Q2 2026.
Modera Wealth Management bought 2,075 Freeport-McMoran shares in Q2 2026, an estimated $133K.
Freeport-McMoran made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #464 holding.
Modera Wealth Management first reported a position in Freeport-McMoran in Q4 2021 and has held it in 6 quarters since.
Modera Wealth Management's Freeport-McMoran position peaked at $549K in Q4 2021.
1,095 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.