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Avantax Advisory Services’s FedEx FDX Stock Holding History

Avantax Advisory Services’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 		$3.44M Sell
15,142
-5
-0% -$1.09K 0.02% 576
2025
Q1 		$3.69M Buy
15,147
+312
+2% +$80.9K 0.02% 512
2024
Q4 		$4.17M Buy
14,835
+166
+1% +$46.3K 0.03% 458
2024
Q3 		$4.01M Sell
14,669
-338
-2% -$98.2K 0.03% 454
2024
Q2 		$4.5M Buy
15,007
+2,809
+23% +$735K 0.03% 406
2024
Q1 		$3.53M Sell
12,198
-106
-0.9% -$26.5K 0.03% 386
2023
Q4 		$3.11M Buy
12,304
+652
+6% +$166K 0.03% 393
2023
Q3 		$3.09M Sell
11,652
-4,820
-29% -$1.25M 0.03% 352
2023
Q2 		$4.08M Buy
16,472
+1,998
+14% +$457K 0.05% 299
2023
Q1 		$3.31M Sell
14,474
-138
-0.9% -$28K 0.04% 327
2022
Q4 		$2.53M Sell
14,612
-602
-4% -$100K 0.03% 360
2022
Q3 		$2.26M Buy
15,214
+3,419
+29% +$722K 0.03% 349
2022
Q2 		$2.67M Buy
11,795
+948
+9% +$202K 0.04% 318
2022
Q1 		$2.51M Buy
10,847
+464
+4% +$109K 0.03% 323
2021
Q4 		$2.69M Buy
10,383
+1,640
+19% +$394K 0.04% 305
2021
Q3 		$1.92M Buy
8,743
+2,144
+32% +$582K 0.03% 344
2021
Q2 		$1.97M Buy
6,599
+939
+17% +$279K 0.04% 327
2021
Q1 		$1.61M Sell
5,660
-5
-0.1% -$1.29K 0.03% 333
2020
Q4 		$1.47M Sell
5,665
-6,359
-53% -$1.76M 0.03% 318
2020
Q3 		$3.02M Buy
12,024
+6,343
+112% +$1.27M 0.05% 279
2020
Q2 		$799K Buy
5,681
+671
+13% +$84.4K 0.02% 381
2020
Q1 		$605K Sell
5,010
-464
-8% -$65.3K 0.02% 398
2019
Q4 		$828K Buy
+5,474
New +$844K 0.02% 370
2019
Q1 		– Sell
-1,458
Closed -$232K – 487
2018
Q4 		$232K Buy
+1,458
New +$308K 0.04% 351

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's FDX Position: Q2 2025 in Review

Avantax Advisory Services reduced its FedEx (FDX) stake by 0.03% in Q2 2025, selling an estimated $1.09K and leaving 15,142 shares worth $3.44M. The position accounts for 0.02% of the portfolio, ranked #576.

Avantax Advisory Services first reported a position in FDX in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.5M in Q2 2024. 1,699 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • Avantax Advisory Services held 15,142 shares of FedEx worth $3.44M as of Q2 2025.
  • Avantax Advisory Services sold 5 FedEx shares in Q2 2025, an estimated $1.09K.
  • FedEx made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #576 holding.
  • Avantax Advisory Services first reported a position in FedEx in Q4 2018 and has held it in 24 quarters since.
  • Avantax Advisory Services's FedEx position peaked at $4.5M in Q2 2024.
  • 1,699 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.