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Robertson Stephens Wealth Management’s Freeport-McMoran FCX Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q3 		– Sell
-6,133
Closed -$266K – 548
2025
Q2 		$266K Sell
6,133
-15
-0.2% -$570 0.01% 478
2025
Q1 		$233K Buy
6,148
+33
+0.5% +$1.26K 0.01% 503
2024
Q4 		$233K Sell
6,115
-471
-7% -$21.1K 0.01% 519
2024
Q3 		$329K Buy
6,586
+6
+0.1% +$270 0.01% 509
2024
Q2 		$320K Buy
6,580
+1,056
+19% +$53.2K 0.02% 399
2024
Q1 		$260K Sell
5,524
-503
-8% -$20.3K 0.01% 445
2023
Q4 		$257K Buy
6,027
+60
+1% +$2.22K 0.02% 405
2023
Q3 		$223K Buy
5,967
+187
+3% +$7.53K 0.02% 416
2023
Q2 		$231K Buy
5,780
+6
+0.1% +$229 0.02% 389
2023
Q1 		$236K Sell
5,774
-576
-9% -$24K 0.02% 400
2022
Q4 		$241K Buy
+6,350
New +$222K 0.02% 371
2022
Q2 		– Sell
-5,213
Closed -$259K – 393
2022
Q1 		$259K Buy
5,213
+133
+3% +$5.89K 0.02% 337
2021
Q4 		$211K Buy
+5,080
New +$193K 0.02% 376

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Robertson Stephens Wealth Management's FCX Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2025, closing a stake of 6,133 shares — an estimated $266K sold.

Robertson Stephens Wealth Management first reported a position in FCX in Q4 2021 and held it in 13 quarters. The position peaked at $329K in Q3 2024. 1,519 funds tracked by Wall St. Rank hold FCX as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining Freeport-McMoran position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 6,133 Freeport-McMoran shares in Q3 2025, an estimated $266K.
  • Robertson Stephens Wealth Management first reported a position in Freeport-McMoran in Q4 2021 and held it in 13 quarters.
  • Robertson Stephens Wealth Management's Freeport-McMoran position peaked at $329K in Q3 2024.
  • 1,519 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.