Atria Wealth Solutions’s FedEx FDX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$900K	Sell	3,891 -7,014	-64%	-$1.54M	0.02%	681
2025 Q1	$2.67M	Sell	10,905 -2,134	-16%	-$553K	0.03%	530
2024 Q4	$3.68M	Buy	13,039 +1,029	+9%	+$287K	0.04%	438
2024 Q3	$3.3M	Sell	12,010 -1,017	-8%	-$295K	0.04%	467
2024 Q2	$3.91M	Sell	13,027 -1,389	-10%	-$363K	0.04%	402
2024 Q1	$4.19M	Buy	14,416 +174	+1%	+$43.5K	0.05%	386
2023 Q4	$3.61M	Buy	14,242 +373	+3%	+$94.8K	0.05%	402
2023 Q3	$3.69M	Buy	13,869 +13	+0.1%	+$3.38K	0.05%	371
2023 Q2	$3.45M	Sell	13,856 -380	-3%	-$87K	0.05%	387
2023 Q1	$3.27M	Sell	14,236 -1,703	-11%	-$346K	0.05%	386
2022 Q4	$2.78M	Buy	15,939 +1,059	+7%	+$176K	0.04%	402
2022 Q3	$2.22M	Buy	14,880 +7,192	+94%	+$1.52M	0.04%	443
2022 Q2	$1.75M	Sell	7,688 -3,927	-34%	-$838K	0.03%	497
2022 Q1	$2.69M	Buy	+11,615	New	+$2.73M	0.04%	399

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's FDX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FedEx (FDX) stake by 64% in Q2 2025, selling an estimated $1.54M and leaving 3,891 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #681.

Atria Wealth Solutions first reported a position in FDX in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.19M in Q1 2024. 1,700 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

Atria Wealth Solutions held 3,891 shares of FedEx worth $900K as of Q2 2025.
Atria Wealth Solutions sold 7,014 FedEx shares in Q2 2025, an estimated $1.54M.
FedEx made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #681 holding.
Atria Wealth Solutions first reported a position in FedEx in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's FedEx position peaked at $4.19M in Q1 2024.
1,700 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.