Athena Wealth Management
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Athena Wealth Management’s FedEx FDX Stock Holding History

Athena Wealth Management’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 		$710K Sell
2,491
-37
-1% -$11.6K 0.51% 50
2026
Q2 		$792K Sell
2,528
-584
-19% -$212K 0.59% 46
2026
Q1 		$1.11M Buy
3,112
+1,128
+57% +$392K 0.91% 28
2025
Q4 		$573K Buy
+1,984
New +$521K 0.56% 40

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

Athena Wealth Management's FDX Position: Q3 2026 in Review

Athena Wealth Management reduced its FedEx (FDX) stake by 1.5% in Q3 2026, selling an estimated $11.6K and leaving 2,491 shares worth $710K. The position accounts for 0.51% of the portfolio, ranked #50.

Athena Wealth Management first reported a position in FDX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q1 2026. 497 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Athena Wealth Management held 2,491 shares of FedEx worth $710K as of Q3 2026.
  • Athena Wealth Management sold 37 FedEx shares in Q3 2026, an estimated $11.6K.
  • FedEx made up 0.51% of Athena Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Athena Wealth Management first reported a position in FedEx in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's FedEx position peaked at $1.11M in Q1 2026.
  • 497 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.