United Asset Strategies’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-200
Closed -$1K 217
2021
Q1
$1K Sell
200
-200
-50% -$6.49K ﹤0.01% 213
2020
Q4
$1K Buy
+400
New +$8.31K ﹤0.01% 199

Other funds holding FCX

United Asset Strategies's FCX Position: Q2 2026 in Review

United Asset Strategies increased its Freeport-McMoran (FCX) stake by 84% in Q2 2026, buying an estimated $664K and bringing the position to 22,666 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #124.

United Asset Strategies first reported a position in FCX in Q3 2014 and has held it in 36 quarters since. The position peaked at $2.25M in Q1 2022. 1,095 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • United Asset Strategies held 22,666 shares of Freeport-McMoran worth $1.43M as of Q2 2026.
  • United Asset Strategies bought 10,331 Freeport-McMoran shares in Q2 2026, an estimated $664K.
  • Freeport-McMoran made up 0.1% of United Asset Strategies's portfolio in Q2 2026, its #124 holding.
  • United Asset Strategies first reported a position in Freeport-McMoran in Q3 2014 and has held it in 36 quarters since.
  • United Asset Strategies's Freeport-McMoran position peaked at $2.25M in Q1 2022.
  • 1,095 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.