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	0.04%	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 $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return