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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassaday & Co Wealth Management's FDX Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its FedEx (FDX) position steady in Q1 2026 at 889 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #281.

Cassaday & Co Wealth Management first reported a position in FDX in Q4 2022 and has held it in 14 quarters since. The position peaked at $347K in Q2 2023. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Cassaday & Co Wealth Management held 889 shares of FedEx worth $317K as of Q1 2026.
  • Cassaday & Co Wealth Management left its FedEx share count unchanged in Q1 2026.
  • FedEx made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Cassaday & Co Wealth Management first reported a position in FedEx in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's FedEx position peaked at $347K in Q2 2023.
  • 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.