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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
2022
Q3 		– Sell
-5,642
Closed -$1.28M – 1790
2022
Q2 		$1.28M Buy
+5,642
New +$1.2M 0.02% 591

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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.