Orion Portfolio Solutions’s Fomento Económico Mexicano FMX Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$508K	Buy	5,208 +117	+2%	+$10.6K	0.01%	1417
2024 Q4	$435K	Sell	5,091 -480	-9%	-$44.6K	﹤0.01%	1403
2024 Q3	$550K	Buy	5,571 +37	+0.7%	+$3.99K	0.01%	1302
2024 Q2	$596K	Sell	5,534 -276	-5%	-$32.3K	0.01%	1216
2024 Q1	$757K	Sell	5,810 -162	-3%	-$21.2K	0.01%	1107
2023 Q4	$767K	Sell	5,972 -1,735	-23%	-$206K	0.01%	1054
2023 Q3	$841K	Sell	7,707 -53	-0.7%	-$5.88K	0.01%	1000
2023 Q2	$860K	Sell	7,760 -73	-0.9%	-$7.34K	0.01%	1008
2023 Q1	$746K	Buy	+7,833	New	+$685K	0.01%	997

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Orion Portfolio Solutions's FMX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Fomento Económico Mexicano (FMX) stake by 2.3% in Q1 2025, buying an estimated $10.6K and bringing the position to 5,208 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #1417.

Orion Portfolio Solutions first reported a position in FMX in Q1 2023 and has held it in 9 quarters since. The position peaked at $860K in Q2 2023. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

Orion Portfolio Solutions held 5,208 shares of Fomento Económico Mexicano worth $508K as of Q1 2025.
Orion Portfolio Solutions bought 117 Fomento Económico Mexicano shares in Q1 2025, an estimated $10.6K.
Fomento Económico Mexicano made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1417 holding.
Orion Portfolio Solutions first reported a position in Fomento Económico Mexicano in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Fomento Económico Mexicano position peaked at $860K in Q2 2023.
275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.