Osaic Holdings
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Osaic Holdings’s Fomento Económico Mexicano FMX Stock Holding History

Osaic Holdings’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 		$484K Buy
3,776
+241
+7% +$29.1K ﹤0.01% 3702
2026
Q1 		$393K Buy
3,535
+1,975
+127% +$213K ﹤0.01% 3584
2025
Q4 		$158K Sell
1,560
-1,441
-48% -$140K ﹤0.01% 4334
2025
Q3 		$295K Buy
3,001
+433
+17% +$40.2K ﹤0.01% 3892
2025
Q2 		$260K Buy
2,568
+2,098
+446% +$217K ﹤0.01% 3718
2025
Q1 		$45.9K Sell
470
-452
-49% -$40.9K ﹤0.01% 4782
2024
Q4 		$78.8K Sell
922
-851
-48% -$79K ﹤0.01% 4369
2024
Q3 		$175K Sell
1,773
-259
-13% -$27.9K ﹤0.01% 3759
2024
Q2 		$219K Sell
2,032
-801
-28% -$93.7K ﹤0.01% 3472
2024
Q1 		$369K Sell
2,833
-6,862
-71% -$896K ﹤0.01% 3185
2023
Q4 		$1.26M Sell
9,695
-5,536
-36% -$659K ﹤0.01% 2278
2023
Q3 		$1.66M Buy
15,231
+5,724
+60% +$635K ﹤0.01% 2171
2023
Q2 		$1.05M Buy
9,507
+1,458
+18% +$147K ﹤0.01% 2477
2023
Q1 		$767K Buy
8,049
+285
+4% +$24.9K ﹤0.01% 2728
2022
Q4 		$607K Sell
7,764
-958
-11% -$70.5K ﹤0.01% 2852
2022
Q3 		$547K Sell
8,722
-359
-4% -$22.6K ﹤0.01% 2808
2022
Q2 		$615K Buy
9,081
+2,960
+48% +$219K ﹤0.01% 2725
2022
Q1 		$1.9M Buy
6,121
+112
+2% +$8.83K ﹤0.01% 1958
2021
Q4 		$468K Buy
6,009
+85
+1% +$6.66K ﹤0.01% 3125
2021
Q3 		$513K Sell
5,924
-60
-1% -$5.16K ﹤0.01% 3002
2021
Q2 		$506K Buy
5,984
+1,129
+23% +$92.5K ﹤0.01% 3029
2021
Q1 		$365K Buy
4,855
+1,108
+30% +$80.7K ﹤0.01% 3198
2020
Q4 		$283K Buy
3,747
+129
+4% +$8.63K ﹤0.01% 3163
2020
Q3 		$205K Sell
3,618
-133
-4% -$7.76K ﹤0.01% 3234
2020
Q2 		$233K Buy
3,751
+1,078
+40% +$68.6K ﹤0.01% 2989
2020
Q1 		$162K Buy
+2,673
New +$226K ﹤0.01% 3070

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

Osaic Holdings's FMX Position: Q2 2026 in Review

Osaic Holdings increased its Fomento Económico Mexicano (FMX) stake by 6.8% in Q2 2026, buying an estimated $29.1K and bringing the position to 3,776 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #3702.

Osaic Holdings first reported a position in FMX in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.9M in Q1 2022. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Osaic Holdings held 3,776 shares of Fomento Económico Mexicano worth $484K as of Q2 2026.
  • Osaic Holdings bought 241 Fomento Económico Mexicano shares in Q2 2026, an estimated $29.1K.
  • Fomento Económico Mexicano made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3702 holding.
  • Osaic Holdings first reported a position in Fomento Económico Mexicano in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Fomento Económico Mexicano position peaked at $1.9M in Q1 2022.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.