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Centricity Wealth Management’s FedEx FDX Stock Holding History

Centricity 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
2025
Q2 		$13.9K Hold
61
– – 0.01% 300
2025
Q1 		$14.9K Hold
61
– – 0.01% 282
2024
Q4 		$17.2K Buy
+61
New +$17K 0.02% 271

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centricity Wealth Management's FDX Position: Q2 2025 in Review

Centricity Wealth Management held its FedEx (FDX) position steady in Q2 2025 at 61 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #300.

Centricity Wealth Management first reported a position in FDX in Q4 2024 and has held it in 3 quarters since. The position peaked at $17.2K in Q4 2024. 1,700 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • Centricity Wealth Management held 61 shares of FedEx worth $13.9K as of Q2 2025.
  • Centricity Wealth Management left its FedEx share count unchanged in Q2 2025.
  • FedEx made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #300 holding.
  • Centricity Wealth Management first reported a position in FedEx in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's FedEx position peaked at $17.2K in Q4 2024.
  • 1,700 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.