Cherry Tree Wealth Management’s FedEx FDX Stock Holding History

Cherry Tree 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	$24.1K	Sell	77 -25	-25%	-$9.08K	﹤0.01%	359
2026 Q1	$36.3K	Hold	102	–	–	0.01%	303
2025 Q4	$29.5K	Hold	102	–	–	0.01%	312
2025 Q3	$24.1K	Hold	102	–	–	0.01%	317
2025 Q2	$23.2K	Sell	102 -7	-6%	-$1.53K	0.01%	325
2025 Q1	$26.6K	Hold	109	–	–	0.01%	312
2024 Q4	$30.7K	Hold	109	–	–	0.01%	295
2024 Q3	$29.8K	Hold	109	–	–	0.01%	300
2024 Q2	$32.7K	Hold	109	–	–	0.01%	284
2024 Q1	$31.6K	Hold	109	–	–	0.01%	282
2023 Q4	$27.6K	Hold	109	–	–	0.01%	285
2023 Q3	$28.9K	Hold	109	–	–	0.01%	267
2023 Q2	$27K	Buy	+109	New	+$24.9K	0.01%	269

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cherry Tree Wealth Management's FDX Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its FedEx (FDX) stake by 25% in Q2 2026, selling an estimated $9.08K and leaving 77 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Cherry Tree Wealth Management first reported a position in FDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $36.3K in Q1 2026. 1,966 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Cherry Tree Wealth Management held 77 shares of FedEx worth $24.1K as of Q2 2026.
Cherry Tree Wealth Management sold 25 FedEx shares in Q2 2026, an estimated $9.08K.
FedEx made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #359 holding.
Cherry Tree Wealth Management first reported a position in FedEx in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's FedEx position peaked at $36.3K in Q1 2026.
1,966 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.