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Beacon Pointe Advisors’s FedEx FDX Stock Holding History

Beacon Pointe Advisors’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 		$7.15M Sell
22,814
-1,445
-6% -$525K 0.03% 427
2026
Q1 		$8.64M Buy
24,259
+13,289
+121% +$4.61M 0.05% 352
2025
Q4 		$3.17M Buy
10,970
+1,010
+10% +$265K 0.02% 494
2025
Q3 		$2.35M Sell
9,960
-8,171
-45% -$1.88M 0.02% 520
2025
Q2 		$4.12M Sell
18,131
-1,534
-8% -$336K 0.04% 353
2025
Q1 		$4.79M Buy
19,665
+1,679
+9% +$435K 0.05% 307
2024
Q4 		$5.06M Sell
17,986
-1,882
-9% -$525K 0.06% 283
2024
Q3 		$5.44M Buy
19,868
+987
+5% +$287K 0.06% 273
2024
Q2 		$5.66M Buy
18,881
+669
+4% +$175K 0.07% 253
2024
Q1 		$5.28M Sell
18,212
-3,492
-16% -$874K 0.06% 280
2023
Q4 		$5.49M Sell
21,704
-1,269
-6% -$322K 0.07% 260
2023
Q3 		$6.09M Buy
22,973
+1,805
+9% +$469K 0.08% 228
2023
Q2 		$5.25M Sell
21,168
-3,185
-13% -$729K 0.09% 209
2023
Q1 		$5.56M Buy
24,353
+3,351
+16% +$680K 0.09% 195
2022
Q4 		$3.64M Buy
21,002
+4,572
+28% +$760K 0.07% 246
2022
Q3 		$2.44M Sell
16,430
-314
-2% -$66.3K 0.05% 279
2022
Q2 		$3.8M Sell
16,744
-749
-4% -$160K 0.08% 219
2022
Q1 		$4.05M Buy
17,493
+4,661
+36% +$1.1M 0.06% 288
2021
Q4 		$3.32M Sell
12,832
-1,421
-10% -$341K 0.09% 185
2021
Q3 		$3.13M Buy
14,253
+10,754
+307% +$2.92M 0.08% 218
2021
Q2 		$1.04M Buy
+3,499
New +$1.04M 0.04% 332

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Pointe Advisors's FDX Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its FedEx (FDX) stake by 6% in Q2 2026, selling an estimated $525K and leaving 22,814 shares worth $7.15M. The position accounts for 0.03% of the portfolio, ranked #427.

Beacon Pointe Advisors first reported a position in FDX in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.64M in Q1 2026. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Beacon Pointe Advisors held 22,814 shares of FedEx worth $7.15M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,445 FedEx shares in Q2 2026, an estimated $525K.
  • FedEx made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #427 holding.
  • Beacon Pointe Advisors first reported a position in FedEx in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's FedEx position peaked at $8.64M in Q1 2026.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.