Polen Capital Management
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Polen Capital Management’s Ero Copper ERO Stock Holding History

Polen Capital Management’s Portfolio ERO Stock Details ERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.67M Sell
62,613
-7,546
-11% -$214K 0.01% 135
2026
Q1 		$1.87M Buy
70,159
+24,615
+54% +$740K 0.01% 105
2025
Q4 		$1.29M Buy
+45,544
New +$1.06M 0.01% 116

Other funds holding ERO

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $434M AUM 68.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Polen Capital Management's ERO Position: Q2 2026 in Review

Polen Capital Management reduced its Ero Copper (ERO) stake by 11% in Q2 2026, selling an estimated $214K and leaving 62,613 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #135.

Polen Capital Management first reported a position in ERO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2026. 209 funds tracked by Wall St. Rank hold ERO as of Q2 2026.

  • Polen Capital Management held 62,613 shares of Ero Copper worth $1.67M as of Q2 2026.
  • Polen Capital Management sold 7,546 Ero Copper shares in Q2 2026, an estimated $214K.
  • Ero Copper made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #135 holding.
  • Polen Capital Management first reported a position in Ero Copper in Q4 2025 and has held it in 3 quarters since.
  • Polen Capital Management's Ero Copper position peaked at $1.87M in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Ero Copper as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.