Caerus Investment Advisors’s FedEx FDX Stock Holding History

Caerus Investment 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	$1.54M	Sell	4,913 -259	-5%	-$94.1K	0.51%	33
2026 Q1	$1.84M	Buy	5,172 +57	+1%	+$19.8K	0.77%	23
2025 Q4	$1.48M	Buy	5,115 +1,263	+33%	+$332K	0.48%	34
2025 Q3	$908K	Buy	+3,852	New	+$888K	0.37%	45
2024 Q2	–	Sell	-1,290	Closed	-$374K	–	31
2024 Q1	$374K	Hold	1,290	–	–	0.36%	24
2023 Q4	$326K	Sell	1,290 -1	-0.1%	-$254	0.31%	29
2023 Q3	$342K	Hold	1,291	–	–	0.35%	23
2023 Q2	$320K	Sell	1,291 -1,000	-44%	-$229K	0.36%	26
2023 Q1	$523K	Hold	2,291	–	–	0.6%	25
2022 Q4	$397K	Hold	2,291	–	–	0.6%	25
2022 Q3	$340K	Sell	2,291 -1,500	-40%	-$317K	0.43%	36
2022 Q2	$859K	Hold	3,791	–	–	1.04%	17
2022 Q1	$790K	Buy	3,791 +500	+15%	+$117K	0.96%	19
2021 Q4	$851K	Buy	+3,291	New	+$790K	0.92%	20

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Caerus Investment Advisors's FDX Position: Q2 2026 in Review

Caerus Investment Advisors reduced its FedEx (FDX) stake by 5% in Q2 2026, selling an estimated $94.1K and leaving 4,913 shares worth $1.54M. The position accounts for 0.51% of the portfolio, ranked #33.

Caerus Investment Advisors first reported a position in FDX in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.84M in Q1 2026. 1,960 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Caerus Investment Advisors held 4,913 shares of FedEx worth $1.54M as of Q2 2026.
Caerus Investment Advisors sold 259 FedEx shares in Q2 2026, an estimated $94.1K.
FedEx made up 0.51% of Caerus Investment Advisors's portfolio in Q2 2026, its #33 holding.
Caerus Investment Advisors first reported a position in FedEx in Q4 2021 and has held it in 14 quarters since.
Caerus Investment Advisors's FedEx position peaked at $1.84M in Q1 2026.
1,960 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.