O'Shaughnessy Asset Management’s Betterware México BWMX Stock Holding History

O'Shaughnessy Asset Management’s Portfolio BWMX Stock Details BWMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296K	Buy	+16,428	New	+$288K	﹤0.01%	1845
2025 Q1	–	Sell	-11,295	Closed	-$126K	–	2313
2024 Q4	$126K	Sell	11,295 -13,432	-54%	-$165K	﹤0.01%	1830
2024 Q3	$313K	Sell	24,727 -50,129	-67%	-$703K	﹤0.01%	1466
2024 Q2	$1.09M	Sell	74,856 -50	-0.1%	-$867	0.01%	816
2024 Q1	$1.5M	Buy	74,906 +7,610	+11%	+$117K	0.02%	674
2023 Q4	$938K	Buy	67,296 +17,683	+36%	+$258K	0.01%	775
2023 Q3	$808K	Buy	+49,613	New	+$747K	0.01%	757

Other funds holding BWMX

MIA

MMBG Investment Advisors Miami, Florida $1.26B AUM 39.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

O'Shaughnessy Asset Management's BWMX Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Betterware México (BWMX) in Q2 2026: 16,428 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #1845 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in BWMX as recently as Q4 2024.

O'Shaughnessy Asset Management first reported a position in BWMX in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.5M in Q1 2024. 46 funds tracked by Wall St. Rank hold BWMX as of Q2 2026.

O'Shaughnessy Asset Management held 16,428 shares of Betterware México worth $296K as of Q2 2026.
Betterware México was a new O'Shaughnessy Asset Management position in Q2 2026.
Betterware México made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1845 holding.
O'Shaughnessy Asset Management first reported a position in Betterware México in Q3 2023 and has held it in 7 quarters since.
O'Shaughnessy Asset Management's Betterware México position peaked at $1.5M in Q1 2024.
46 funds tracked by Wall St. Rank held Betterware México as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.