Clearstead Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.26M | Sell |
7,227
-1,348
| -16% | -$490K | 0.02% | 359 |
|
|
2026
Q1 | $3.05M | Sell |
8,575
-400
| -4% | -$139K | 0.03% | 295 |
|
|
2025
Q4 | $2.59M | Buy |
8,975
+809
| +10% | +$212K | 0.03% | 287 |
|
|
2025
Q3 | $1.93M | Buy |
8,166
+1,693
| +26% | +$390K | 0.03% | 332 |
|
|
2025
Q2 | $1.47M | Buy |
6,473
+460
| +8% | +$101K | 0.02% | 371 |
|
|
2025
Q1 | $1.47M | Sell |
6,013
-2,877
| -32% | -$746K | 0.02% | 347 |
|
|
2024
Q4 | $2.5M | Sell |
8,890
-44
| -0.5% | -$12.3K | 0.04% | 260 |
|
|
2024
Q3 | $2.45M | Sell |
8,934
-197
| -2% | -$57.2K | 0.04% | 267 |
|
|
2024
Q2 | $2.74M | Buy |
9,131
+6,422
| +237% | +$1.68M | 0.05% | 240 |
|
|
2024
Q1 | $723K | Buy |
2,709
+14
| +0.5% | +$3.5K | 0.04% | 265 |
|
|
2023
Q4 | $682K | Sell |
2,695
-2,545
| -49% | -$647K | 0.04% | 270 |
|
|
2023
Q3 | $1.39M | Buy |
5,240
+3,329
| +174% | +$865K | 0.04% | 263 |
|
|
2023
Q2 | $474K | Buy |
1,911
+107
| +6% | +$24.5K | 0.03% | 299 |
|
|
2023
Q1 | $412K | Buy |
1,804
+6
| +0.3% | +$1.22K | 0.03% | 290 |
|
|
2022
Q4 | $311K | Sell |
1,798
-557
| -24% | -$92.6K | 0.02% | 326 |
|
|
2022
Q3 | $350K | Buy |
2,355
+612
| +35% | +$129K | 0.03% | 281 |
|
|
2022
Q2 | $395K | Buy |
1,743
+147
| +9% | +$31.4K | 0.03% | 282 |
|
|
2022
Q1 | $369K | Hold |
1,596
| – | – | 0.03% | 308 |
|
|
2021
Q4 | $413K | Buy |
1,596
+39
| +3% | +$9.36K | 0.03% | 280 |
|
|
2021
Q3 | $341K | Sell |
1,557
-27
| -2% | -$7.33K | 0.03% | 292 |
|
|
2021
Q2 | $473K | Buy |
1,584
+35
| +2% | +$10.4K | 0.04% | 236 |
|
|
2021
Q1 | $440K | Buy |
1,549
+75
| +5% | +$19.3K | 0.04% | 231 |
|
|
2020
Q4 | $383K | Buy |
1,474
+100
| +7% | +$27.7K | 0.03% | 233 |
|
|
2020
Q3 | $346K | Buy |
1,374
+5
| +0.4% | +$1K | 0.04% | 223 |
|
|
2020
Q2 | $192K | Hold |
1,369
| – | – | 0.02% | 267 |
|
|
2020
Q1 | $166K | Sell |
1,369
-100
| -7% | -$14.1K | 0.02% | 259 |
|
|
2019
Q4 | $222K | Sell |
1,469
-3
| -0.2% | -$462 | 0.03% | 263 |
|
|
2019
Q3 | $214K | Sell |
1,472
-112
| -7% | -$18.1K | 0.03% | 252 |
|
|
2019
Q2 | $260K | Hold |
1,584
| – | – | 0.03% | 235 |
|
|
2019
Q1 | $287K | Sell |
1,584
-54
| -3% | -$9.54K | 0.04% | 218 |
|
|
2018
Q4 | $264K | Hold |
1,638
| – | – | 0.04% | 210 |
|
|
2018
Q3 | $394K | Hold |
1,638
| – | – | 0.05% | 173 |
|
|
2018
Q2 | $372K | Hold |
1,638
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $393K | Hold |
1,638
| – | – | 0.06% | 157 |
|
|
2017
Q4 | $409K | Buy |
1,638
+125
| +8% | +$28.6K | 0.06% | 156 |
|
|
2017
Q3 | $341K | Sell |
1,513
-5
| -0.3% | -$1.06K | 0.04% | 185 |
|
|
2017
Q2 | $330K | Sell |
1,518
-51
| -3% | -$10.1K | 0.05% | 175 |
|
|
2017
Q1 | $306K | Buy |
+1,569
| New | +$300K | 0.04% | 174 |
|
Other funds holding FDX
Clearstead Advisors's FDX Position: Q2 2026 in Review
Clearstead Advisors reduced its FedEx (FDX) stake by 16% in Q2 2026, selling an estimated $490K and leaving 7,227 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #359.
Clearstead Advisors first reported a position in FDX in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.05M in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.
- Clearstead Advisors held 7,227 shares of FedEx worth $2.26M as of Q2 2026.
- Clearstead Advisors sold 1,348 FedEx shares in Q2 2026, an estimated $490K.
- FedEx made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #359 holding.
- Clearstead Advisors first reported a position in FedEx in Q1 2017 and has held it in 38 quarters since.
- Clearstead Advisors's FedEx position peaked at $3.05M in Q1 2026.
- 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.