True Wealth Design’s Southern Copper SCCO Stock Holding History

True Wealth Design’s Portfolio SCCO Stock Details SCCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05K	Hold	6	–	–	﹤0.01%	1960
2026 Q1	$1.03K	Hold	6	–	–	﹤0.01%	1794
2025 Q4	$861	Sell	6 -1	-14%	-$131	﹤0.01%	1765
2025 Q3	$850	Hold	7	–	–	﹤0.01%	1813
2025 Q2	$709	Sell	7 -17	-71%	-$1.48K	﹤0.01%	1602
2025 Q1	$2.15K	Buy	24 +20	+500%	+$1.77K	﹤0.01%	987
2024 Q4	$365	Hold	4	–	–	﹤0.01%	1145
2024 Q3	$463	Hold	4	–	–	﹤0.01%	1112
2024 Q2	$431	Buy	4 +1	+33%	+$105	﹤0.01%	678
2024 Q1	$320	Buy	3 +1	+50%	+$79	﹤0.01%	704
2023 Q4	$173	Hold	2	–	–	﹤0.01%	697
2023 Q3	$151	Hold	2	–	–	﹤0.01%	679
2023 Q2	$144	Buy	2 +1	+100%	+$67	﹤0.01%	697
2023 Q1	$77	Hold	1	–	–	﹤0.01%	812
2022 Q4	$60	Buy	+1	New	+$50	﹤0.01%	766

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

True Wealth Design's SCCO Position: Q2 2026 in Review

True Wealth Design held its Southern Copper (SCCO) position steady in Q2 2026 at 6 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

True Wealth Design first reported a position in SCCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.15K in Q1 2025. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

True Wealth Design held 6 shares of Southern Copper worth $1.05K as of Q2 2026.
True Wealth Design left its Southern Copper share count unchanged in Q2 2026.
Southern Copper made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1960 holding.
True Wealth Design first reported a position in Southern Copper in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Southern Copper position peaked at $2.15K in Q1 2025.
858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.