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Broadwater Capital’s FedEx FDX Stock Holding History

Broadwater Capital’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 		$9.39K Sell
30
-20
-40% -$7.27K 0.01% 160
2026
Q1 		$14.4K Hold
50
– – 0.01% 144
2025
Q4 		$14.4K Hold
50
– – 0.01% 144
2025
Q3 		$11.8K Sell
50
-11,316
-100% -$2.61M 0.01% 157
2025
Q2 		$11.4M Buy
11,366
+11,316
+22,632% +$2.48M 0.01% 159
2025
Q1 		$12.2K Hold
50
– – 0.01% 154
2024
Q4 		$14.1K Hold
50
– – 0.01% 154
2024
Q3 		$13.7K Hold
50
– – 0.01% 161
2024
Q2 		$15K Hold
50
– – 0.01% 154
2024
Q1 		$14.5K Hold
50
– – 0.01% 154
2023
Q4 		$12.6K Buy
+50
New +$12.7K 0.01% 161

Other funds holding FDX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Broadwater Capital's FDX Position: Q2 2026 in Review

Broadwater Capital reduced its FedEx (FDX) stake by 40% in Q2 2026, selling an estimated $7.27K and leaving 30 shares worth $9.39K. The position accounts for 0.01% of the portfolio, ranked #160.

Broadwater Capital first reported a position in FDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4M in Q2 2025. 1,112 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Broadwater Capital held 30 shares of FedEx worth $9.39K as of Q2 2026.
  • Broadwater Capital sold 20 FedEx shares in Q2 2026, an estimated $7.27K.
  • FedEx made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #160 holding.
  • Broadwater Capital first reported a position in FedEx in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's FedEx position peaked at $11.4M in Q2 2025.
  • 1,112 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.