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Nvest Wealth Strategies’s Freeport-McMoran FCX Stock Holding History

Nvest Wealth Strategies’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 		$25.3K Hold
402
– – 0.02% 77
2026
Q1 		$23.6K Buy
402
+12
+3% +$725 0.02% 81
2025
Q4 		$19.8K Buy
+390
New +$16.9K 0.01% 85

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Nvest Wealth Strategies's FCX Position: Q2 2026 in Review

Nvest Wealth Strategies held its Freeport-McMoran (FCX) position steady in Q2 2026 at 402 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #77.

Nvest Wealth Strategies first reported a position in FCX in Q4 2025 and has held it in 3 quarters since. 1,095 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Nvest Wealth Strategies held 402 shares of Freeport-McMoran worth $25.3K as of Q2 2026.
  • Nvest Wealth Strategies left its Freeport-McMoran share count unchanged in Q2 2026.
  • Freeport-McMoran made up 0.02% of Nvest Wealth Strategies's portfolio in Q2 2026, its #77 holding.
  • Nvest Wealth Strategies first reported a position in Freeport-McMoran in Q4 2025 and has held it in 3 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.