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Centric Wealth Management’s FedEx FDX Stock Holding History

Centric 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
Q2 		$432K Hold
1,207
– – 0.07% 147
2026
Q1 		$432K Hold
1,207
– – 0.09% 137
2025
Q4 		$405K Hold
1,207
– – 0.09% 138
2025
Q3 		$306K Buy
1,207
+11
+0.9% +$2.54K 0.07% 153
2025
Q2 		$273K Hold
1,196
– – 0.07% 157
2025
Q1 		$292K Hold
1,196
– – 0.08% 140
2024
Q4 		$336K Hold
1,196
– – 0.09% 136
2024
Q3 		$335K Hold
1,196
– – 0.09% 135
2024
Q2 		$359K Sell
1,196
-70
-6% -$18.3K 0.1% 120
2024
Q1 		$331K Buy
+1,266
New +$317K 0.11% 115

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

Centric Wealth Management's FDX Position: Q2 2026 in Review

Centric Wealth Management held its FedEx (FDX) position steady in Q2 2026 at 1,207 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #147.

Centric Wealth Management first reported a position in FDX in Q1 2024 and has held it in 10 quarters since. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Centric Wealth Management held 1,207 shares of FedEx worth $432K as of Q2 2026.
  • Centric Wealth Management left its FedEx share count unchanged in Q2 2026.
  • FedEx made up 0.07% of Centric Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Centric Wealth Management first reported a position in FedEx in Q1 2024 and has held it in 10 quarters since.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.