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Naviter Wealth’s Fomento Económico Mexicano FMX Stock Holding History

Naviter Wealth’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$258K Sell
2,319
-191
-8% -$20.6K 0.03% 248
2025
Q4 		$254K Sell
2,510
-436
-15% -$42.4K 0.03% 243
2025
Q3 		$291K Buy
2,946
+101
+4% +$9.39K 0.03% 233
2025
Q2 		$293K Buy
+2,845
New +$294K 0.04% 236

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Naviter Wealth's FMX Position: Q1 2026 in Review

Naviter Wealth reduced its Fomento Económico Mexicano (FMX) stake by 7.6% in Q1 2026, selling an estimated $20.6K and leaving 2,319 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #248.

Naviter Wealth first reported a position in FMX in Q2 2025 and has held it in 4 quarters since. The position peaked at $293K in Q2 2025. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Naviter Wealth held 2,319 shares of Fomento Económico Mexicano worth $258K as of Q1 2026.
  • Naviter Wealth sold 191 Fomento Económico Mexicano shares in Q1 2026, an estimated $20.6K.
  • Fomento Económico Mexicano made up 0.03% of Naviter Wealth's portfolio in Q1 2026, its #248 holding.
  • Naviter Wealth first reported a position in Fomento Económico Mexicano in Q2 2025 and has held it in 4 quarters since.
  • Naviter Wealth's Fomento Económico Mexicano position peaked at $293K in Q2 2025.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.