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Moneta Group Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Moneta Group Investment Advisors’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 		$238K Sell
3,785
-582
-13% -$37.4K ﹤0.01% 774
2026
Q1 		$257K Sell
4,367
-156
-3% -$9.43K ﹤0.01% 678
2025
Q4 		$230K Buy
+4,523
New +$196K ﹤0.01% 722
2025
Q2 		– Sell
-15,778
Closed -$597K – 713
2025
Q1 		$597K Buy
15,778
+958
+6% +$36.7K 0.01% 374
2024
Q4 		$564K Sell
14,820
-1,009
-6% -$45.1K 0.01% 384
2024
Q3 		$790K Sell
15,829
-844
-5% -$38K 0.01% 313
2024
Q2 		$810K Buy
16,673
+1,519
+10% +$76.5K 0.01% 298
2024
Q1 		$713K Buy
+15,154
New +$612K 0.01% 317
2018
Q1 		– Sell
-16
Closed – – 649
2017
Q4 		$0 Buy
+16
New +$241 ﹤0.01% 493
2016
Q2 		– Sell
-11,000
Closed -$114K – 161
2016
Q1 		$114K Hold
11,000
– – 0.03% 164
2015
Q4 		$74K Buy
+11,000
New +$105K 0.02% 136

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moneta Group Investment Advisors's FCX Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Freeport-McMoran (FCX) stake by 13% in Q2 2026, selling an estimated $37.4K and leaving 3,785 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Moneta Group Investment Advisors first reported a position in FCX in Q4 2015 and has held it in 11 quarters since. The position peaked at $810K in Q2 2024. 1,896 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Moneta Group Investment Advisors held 3,785 shares of Freeport-McMoran worth $238K as of Q2 2026.
  • Moneta Group Investment Advisors sold 582 Freeport-McMoran shares in Q2 2026, an estimated $37.4K.
  • Freeport-McMoran made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #774 holding.
  • Moneta Group Investment Advisors first reported a position in Freeport-McMoran in Q4 2015 and has held it in 11 quarters since.
  • Moneta Group Investment Advisors's Freeport-McMoran position peaked at $810K in Q2 2024.
  • 1,896 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.