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Avantra Family Wealth’s FedEx FDX Stock Holding History

Avantra Family Wealth’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
Q2 		$299K Buy
954
+112
+13% +$40.7K 0.19% 146
2026
Q1 		$300K Buy
+842
New +$292K 0.22% 131
2025
Q3 		– Sell
-1,202
Closed -$273K – 168
2025
Q2 		$273K Buy
+1,202
New +$263K 0.23% 109

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Avantra Family Wealth's FDX Position: Q2 2026 in Review

Avantra Family Wealth increased its FedEx (FDX) stake by 13% in Q2 2026, buying an estimated $40.7K and bringing the position to 954 shares worth $299K. The position accounts for 0.19% of the portfolio, ranked #146.

Avantra Family Wealth first reported a position in FDX in Q2 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 867 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Avantra Family Wealth held 954 shares of FedEx worth $299K as of Q2 2026.
  • Avantra Family Wealth bought 112 FedEx shares in Q2 2026, an estimated $40.7K.
  • FedEx made up 0.19% of Avantra Family Wealth's portfolio in Q2 2026, its #146 holding.
  • Avantra Family Wealth first reported a position in FedEx in Q2 2025 and has held it in 3 quarters since.
  • Avantra Family Wealth's FedEx position peaked at $300K in Q1 2026.
  • 867 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.