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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
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

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Atala Financial's FDX Position: Q2 2026 in Review

Atala Financial held its FedEx (FDX) position steady in Q2 2026 at 918 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #102.

Atala Financial first reported a position in FDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $497K in Q2 2025. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Atala Financial held 918 shares of FedEx worth $287K as of Q2 2026.
  • Atala Financial left its FedEx share count unchanged in Q2 2026.
  • FedEx made up 0.17% of Atala Financial's portfolio in Q2 2026, its #102 holding.
  • Atala Financial first reported a position in FedEx in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's FedEx position peaked at $497K in Q2 2025.
  • 582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.