Atala Financial
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Atala Financial’s FedEx FDX Stock Holding History

Atala Financial’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 		$262K Hold
918
– – 0.15% 106
2026
Q2 		$287K Hold
918
– – 0.17% 102
2026
Q1 		$333K Buy
918
+18
+2% +$6.25K 0.22% 92
2025
Q4 		$260K Sell
900
-500
-36% -$131K 0.17% 105
2025
Q3 		$330K Sell
1,400
-786
-36% -$181K 0.21% 90
2025
Q2 		$497K Buy
2,186
+900
+70% +$197K 0.34% 66
2025
Q1 		$314K Hold
1,286
– – 0.23% 91
2024
Q4 		$362K Buy
+1,286
New +$359K 0.25% 82

Other funds holding FDX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Atala Financial's FDX Position: Q3 2026 in Review

Atala Financial held its FedEx (FDX) position steady in Q3 2026 at 918 shares worth $262K. The position accounts for 0.15% of the portfolio, ranked #106.

Atala Financial first reported a position in FDX in Q4 2024 and has held it in 8 quarters since. The position peaked at $497K in Q2 2025. 497 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Atala Financial held 918 shares of FedEx worth $262K as of Q3 2026.
  • Atala Financial left its FedEx share count unchanged in Q3 2026.
  • FedEx made up 0.15% of Atala Financial's portfolio in Q3 2026, its #106 holding.
  • Atala Financial first reported a position in FedEx in Q4 2024 and has held it in 8 quarters since.
  • Atala Financial's FedEx position peaked at $497K in Q2 2025.
  • 497 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.