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Unique Wealth Strategies’s Southern Copper SCCO Stock Holding History

Unique Wealth Strategies’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
2025
Q2 		– Sell
-6,786
Closed -$605K – 235
2025
Q1 		$605K Buy
+6,786
New +$609K 0.27% 88

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Unique Wealth Strategies's SCCO Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Southern Copper (SCCO) in Q2 2025, closing a stake of 6,786 shares — an estimated $605K sold.

Unique Wealth Strategies first reported a position in SCCO in Q1 2025 and held it in 1 quarter. The position peaked at $605K in Q1 2025. 655 funds tracked by Wall St. Rank hold SCCO as of Q2 2025.

  • Unique Wealth Strategies reported no remaining Southern Copper position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 6,786 Southern Copper shares in Q2 2025, an estimated $605K.
  • Unique Wealth Strategies first reported a position in Southern Copper in Q1 2025 and held it in 1 quarter.
  • Unique Wealth Strategies's Southern Copper position peaked at $605K in Q1 2025.
  • 655 funds tracked by Wall St. Rank held Southern Copper as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.