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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
2022
Q1 		– Sell
-3,500
Closed -$882K – 60
2021
Q4 		$882K Buy
+3,500
New +$840K 0.96% 19

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

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.