Allworth Financial’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.15M | Buy |
13,244
+167
| +1% | +$60.7K | 0.02% | 386 |
|
|
2026
Q1 | $4.66M | Buy |
13,077
+1,344
| +11% | +$467K | 0.02% | 374 |
|
|
2025
Q4 | $3.39M | Buy |
11,733
+151
| +1% | +$39.7K | 0.01% | 426 |
|
|
2025
Q3 | $2.73M | Buy |
11,582
+961
| +9% | +$222K | 0.01% | 447 |
|
|
2025
Q2 | $2.41M | Buy |
10,621
+1,301
| +14% | +$285K | 0.01% | 448 |
|
|
2025
Q1 | $2.01M | Sell |
9,320
-63
| -0.7% | -$16.3K | 0.01% | 400 |
|
|
2024
Q4 | $2.54M | Buy |
9,383
+3,844
| +69% | +$1.07M | 0.01% | 357 |
|
|
2024
Q3 | $1.52M | Sell |
5,539
-135
| -2% | -$39.2K | 0.01% | 379 |
|
|
2024
Q2 | $1.74M | Sell |
5,674
-1,975
| -26% | -$517K | 0.01% | 355 |
|
|
2024
Q1 | $2.22M | Buy |
7,649
+655
| +9% | +$164K | 0.02% | 306 |
|
|
2023
Q4 | $1.77M | Sell |
6,994
-962
| -12% | -$244K | 0.01% | 323 |
|
|
2023
Q3 | $2.11M | Buy |
7,956
+224
| +3% | +$58.2K | 0.02% | 268 |
|
|
2023
Q2 | $1.92M | Buy |
7,732
+2,496
| +48% | +$571K | 0.02% | 292 |
|
|
2023
Q1 | $1.2M | Buy |
5,236
+45
| +0.9% | +$9.14K | 0.01% | 334 |
|
|
2022
Q4 | $899K | Buy |
5,191
+482
| +10% | +$80.1K | 0.01% | 361 |
|
|
2022
Q3 | $699K | Buy |
4,709
+615
| +15% | +$130K | 0.01% | 375 |
|
|
2022
Q2 | $928K | Buy |
4,094
+475
| +13% | +$101K | 0.01% | 317 |
|
|
2022
Q1 | $837K | Buy |
3,619
+322
| +10% | +$75.7K | 0.01% | 327 |
|
|
2021
Q4 | $853K | Buy |
3,297
+154
| +5% | +$37K | 0.01% | 310 |
|
|
2021
Q3 | $689K | Buy |
3,143
+476
| +18% | +$129K | 0.01% | 286 |
|
|
2021
Q2 | $796K | Buy |
2,667
+113
| +4% | +$33.5K | 0.01% | 206 |
|
|
2021
Q1 | $725K | Buy |
2,554
+201
| +9% | +$51.8K | 0.01% | 198 |
|
|
2020
Q4 | $611K | Sell |
2,353
-691
| -23% | -$191K | 0.02% | 153 |
|
|
2020
Q3 | $766K | Buy |
3,044
+14
| +0.5% | +$2.8K | 0.02% | 117 |
|
|
2020
Q2 | $425K | Buy |
3,030
+362
| +14% | +$45.5K | 0.01% | 161 |
|
|
2020
Q1 | $323K | Buy |
2,668
+1,940
| +266% | +$273K | 0.01% | 192 |
|
|
2019
Q4 | $110K | Sell |
728
-98
| -12% | -$15.1K | ﹤0.01% | 266 |
|
|
2019
Q3 | $120K | Buy |
826
+37
| +5% | +$5.97K | ﹤0.01% | 216 |
|
|
2019
Q2 | $130K | Hold |
789
| – | – | 0.01% | 201 |
|
|
2019
Q1 | $143K | Buy |
789
+171
| +28% | +$30.2K | 0.01% | 198 |
|
|
2018
Q4 | $100K | Sell |
618
-200
| -24% | -$42.3K | ﹤0.01% | 215 |
|
|
2018
Q3 | $197K | Sell |
818
-8
| -1% | -$1.94K | 0.01% | 159 |
|
|
2018
Q2 | $188K | Buy |
826
+501
| +154% | +$124K | 0.01% | 153 |
|
|
2018
Q1 | $78K | Sell |
325
-1
| -0.3% | -$253 | 0.01% | 199 |
|
|
2017
Q4 | $81K | Buy |
326
+2
| +0.6% | +$457 | 0.01% | 187 |
|
|
2017
Q3 | $73K | Hold |
324
| – | – | 0.01% | 196 |
|
|
2017
Q2 | $70K | Hold |
324
| – | – | 0.01% | 210 |
|
|
2017
Q1 | $63K | Hold |
324
| – | – | 0.01% | 207 |
|
|
2016
Q4 | $60K | Hold |
324
| – | – | 0.01% | 202 |
|
|
2016
Q3 | $57K | Hold |
324
| – | – | 0.01% | 203 |
|
|
2016
Q2 | $49K | Hold |
324
| – | – | 0.01% | 205 |
|
|
2016
Q1 | $53K | Hold |
324
| – | – | 0.01% | 208 |
|
|
2015
Q4 | $48K | Hold |
324
| – | – | 0.01% | 210 |
|
|
2015
Q3 | $47K | Hold |
324
| – | – | 0.02% | 213 |
|
|
2015
Q2 | $55K | Hold |
324
| – | – | 0.02% | 202 |
|
|
2015
Q1 | $54K | Buy |
+324
| New | +$56.3K | 0.02% | 199 |
|
Other funds holding FDX
Allworth Financial's FDX Position: Q2 2026 in Review
Allworth Financial increased its FedEx (FDX) stake by 1.3% in Q2 2026, buying an estimated $60.7K and bringing the position to 13,244 shares worth $4.15M. The position accounts for 0.02% of the portfolio, ranked #386.
Allworth Financial first reported a position in FDX in Q1 2015 and has held it in 46 quarters since. The position peaked at $4.66M in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.
- Allworth Financial held 13,244 shares of FedEx worth $4.15M as of Q2 2026.
- Allworth Financial bought 167 FedEx shares in Q2 2026, an estimated $60.7K.
- FedEx made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #386 holding.
- Allworth Financial first reported a position in FedEx in Q1 2015 and has held it in 46 quarters since.
- Allworth Financial's FedEx position peaked at $4.66M in Q1 2026.
- 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.