Cassaday & Co Wealth Management’s FedEx FDX Stock Holding History

Cassaday & Co Wealth Management’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	$265K	Buy	929 +40	+4%	+$12.6K	﹤0.01%	310
2026 Q2	$278K	Hold	889	–	–	0.01%	306
2026 Q1	$317K	Hold	889	–	–	0.01%	281
2025 Q4	$257K	Hold	889	–	–	0.01%	311
2025 Q3	$210K	Sell	889 -125	-12%	-$28.8K	﹤0.01%	328
2025 Q2	$230K	Buy	1,014 +59	+6%	+$12.9K	0.01%	311
2025 Q1	$233K	Sell	955 -10	-1%	-$2.59K	0.01%	291
2024 Q4	$271K	Buy	965 +10	+1%	+$2.79K	0.01%	264
2024 Q3	$261K	Sell	955 -91	-9%	-$26.4K	0.01%	265
2024 Q2	$314K	Sell	1,046 -24	-2%	-$6.28K	0.01%	220
2024 Q1	$310K	Hold	1,070	–	–	0.01%	223
2023 Q4	$271K	Sell	1,070 -122	-10%	-$31K	0.01%	222
2023 Q3	$316K	Sell	1,192 -208	-15%	-$54.1K	0.01%	186
2023 Q2	$347K	Buy	1,400 +406	+41%	+$92.9K	0.01%	182
2023 Q1	$227K	Sell	994 -391	-28%	-$79.4K	0.01%	236
2022 Q4	$240K	Buy	+1,385	New	+$230K	0.01%	219

Other funds holding FDX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cassaday & Co Wealth Management's FDX Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its FedEx (FDX) stake by 4.5% in Q3 2026, buying an estimated $12.6K and bringing the position to 929 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Cassaday & Co Wealth Management first reported a position in FDX in Q4 2022 and has held it in 16 quarters since. The position peaked at $347K in Q2 2023. 1,066 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

Cassaday & Co Wealth Management held 929 shares of FedEx worth $265K as of Q3 2026.
Cassaday & Co Wealth Management bought 40 FedEx shares in Q3 2026, an estimated $12.6K.
FedEx made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #310 holding.
Cassaday & Co Wealth Management first reported a position in FedEx in Q4 2022 and has held it in 16 quarters since.
Cassaday & Co Wealth Management's FedEx position peaked at $347K in Q2 2023.
1,066 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.