4Wealth Advisors
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4Wealth Advisors’s FedEx FDX Stock Holding History

4Wealth Advisors’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,341
Closed -$436K – 151
2026
Q2 		$436K Sell
1,341
-19
-1% -$6.9K 0.33% 87
2026
Q1 		$465K Sell
1,360
-270
-17% -$93.7K 0.4% 82
2025
Q4 		$471K Buy
1,630
+131
+9% +$34.4K 0.4% 86
2025
Q3 		$354K Buy
1,499
+12
+0.8% +$2.77K 0.32% 100
2025
Q2 		$338K Sell
1,487
-20
-1% -$4.38K 0.34% 94
2025
Q1 		$367K Buy
1,507
+340
+29% +$88.1K 0.4% 91
2024
Q4 		$328K Buy
+1,167
New +$326K 0.33% 106

Other funds holding FDX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

4Wealth Advisors's FDX Position: Q3 2026 in Review

4Wealth Advisors sold out of FedEx (FDX) in Q3 2026, closing a stake of 1,341 shares — an estimated $436K sold.

4Wealth Advisors first reported a position in FDX in Q4 2024 and held it in 7 quarters. The position peaked at $471K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • 4Wealth Advisors reported no remaining FedEx position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 1,341 FedEx shares in Q3 2026, an estimated $436K.
  • 4Wealth Advisors first reported a position in FedEx in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's FedEx position peaked at $471K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.