AWE
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Avidian Wealth Enterprises’s FedEx FDX Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$529K Buy
1,856
+24
+1% +$7.54K 0.01% 467
2026
Q2 		$574K Buy
1,832
+105
+6% +$38.2K 0.02% 440
2026
Q1 		$615K Buy
1,727
+143
+9% +$49.6K 0.02% 396
2025
Q4 		$458K Buy
1,584
+277
+21% +$72.7K 0.02% 392
2025
Q3 		$308K Buy
1,307
+81
+7% +$18.7K 0.01% 464
2025
Q2 		$279K Buy
1,226
+117
+11% +$25.6K 0.01% 454
2025
Q1 		$270K Sell
1,109
-204
-16% -$52.9K 0.01% 440
2024
Q4 		$369K Sell
1,313
-1,045
-44% -$292K 0.02% 357
2024
Q3 		$645K Buy
2,358
+254
+12% +$73.8K 0.03% 255
2024
Q2 		$631K Buy
2,104
+61
+3% +$16K 0.03% 249
2024
Q1 		$592K Buy
2,043
+270
+15% +$67.5K 0.03% 240
2023
Q4 		$449K Buy
1,773
+129
+8% +$32.8K 0.03% 280
2023
Q3 		$436K Sell
1,644
-72
-4% -$18.7K 0.03% 275
2023
Q2 		$425K Sell
1,716
-1,036
-38% -$237K 0.03% 289
2023
Q1 		$629K Buy
2,752
+751
+38% +$152K 0.03% 260
2022
Q4 		$347K Buy
+2,001
New +$333K 0.02% 335
2022
Q3 		– Sell
-1,169
Closed -$265K – 435
2022
Q2 		$265K Buy
1,169
+42
+4% +$8.96K 0.02% 375
2022
Q1 		$261K Sell
1,127
-299
-21% -$70.3K 0.02% 413
2021
Q4 		$369K Buy
1,426
+343
+32% +$82.3K 0.02% 363
2021
Q3 		$237K Buy
1,083
+139
+15% +$37.7K 0.02% 331
2021
Q2 		$282K Buy
944
+228
+32% +$67.7K 0.02% 319
2021
Q1 		$203K Buy
+716
New +$184K 0.02% 342

Other funds holding FDX

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Avidian Wealth Enterprises's FDX Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its FedEx (FDX) stake by 1.3% in Q3 2026, buying an estimated $7.54K and bringing the position to 1,856 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #467.

Avidian Wealth Enterprises first reported a position in FDX in Q1 2021 and has held it in 22 quarters since. The position peaked at $645K in Q3 2024. 80 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Avidian Wealth Enterprises held 1,856 shares of FedEx worth $529K as of Q3 2026.
  • Avidian Wealth Enterprises bought 24 FedEx shares in Q3 2026, an estimated $7.54K.
  • FedEx made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #467 holding.
  • Avidian Wealth Enterprises first reported a position in FedEx in Q1 2021 and has held it in 22 quarters since.
  • Avidian Wealth Enterprises's FedEx position peaked at $645K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.