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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
Q2 		$331K Buy
2,586
+267
+12% +$32.2K 0.03% 254
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 $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Naviter Wealth's FMX Position: Q2 2026 in Review

Naviter Wealth increased its Fomento Económico Mexicano (FMX) stake by 12% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,586 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #254.

Naviter Wealth first reported a position in FMX in Q2 2025 and has held it in 5 quarters since. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Naviter Wealth held 2,586 shares of Fomento Económico Mexicano worth $331K as of Q2 2026.
  • Naviter Wealth bought 267 Fomento Económico Mexicano shares in Q2 2026, an estimated $32.2K.
  • Fomento Económico Mexicano made up 0.03% of Naviter Wealth's portfolio in Q2 2026, its #254 holding.
  • Naviter Wealth first reported a position in Fomento Económico Mexicano in Q2 2025 and has held it in 5 quarters since.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.