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Clearstead Trust’s FedEx FDX Stock Holding History

Clearstead Trust’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 		$409K Hold
1,306
– – 0.05% 127
2026
Q1 		$465K Sell
1,306
-90
-6% -$31.2K 0.08% 111
2025
Q4 		$403K Sell
1,396
-6
-0.4% -$1.58K 0.06% 129
2025
Q3 		$331K Buy
1,402
+3
+0.2% +$692 0.06% 140
2025
Q2 		$318K Sell
1,399
-9
-0.6% -$1.97K 0.06% 137
2025
Q1 		$343K Sell
1,408
-35
-2% -$9.07K 0.08% 115
2024
Q4 		$406K Buy
1,443
+1,049
+266% +$293K 0.09% 102
2024
Q3 		$108K Buy
394
+16
+4% +$4.65K 0.03% 182
2024
Q2 		$113K Hold
378
– – 0.03% 173
2024
Q1 		$110K Sell
378
-2,130
-85% -$533K 0.03% 179
2023
Q4 		$634K Buy
+2,508
New +$637K 0.17% 78
2019
Q4 		– Sell
-30
Closed -$4K – 185
2019
Q3 		$4K Hold
30
– – ﹤0.01% 177
2019
Q2 		$5K Hold
30
– – ﹤0.01% 171
2019
Q1 		$6K Sell
30
-130
-81% -$23K 0.01% 171
2018
Q4 		$26K Sell
160
-251
-61% -$53.1K 0.02% 156
2018
Q3 		$99K Buy
411
+101
+33% +$24.5K 0.08% 114
2018
Q2 		$70K Buy
+310
New +$76.8K 0.06% 126
2018
Q1 		– Sell
-180
Closed -$45K – 145
2017
Q4 		$45K Hold
180
– – 0.03% 150
2017
Q3 		$41K Hold
180
– – 0.03% 161
2017
Q2 		$39K Buy
+180
New +$35.5K 0.03% 168

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

Clearstead Trust's FDX Position: Q2 2026 in Review

Clearstead Trust held its FedEx (FDX) position steady in Q2 2026 at 1,306 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #127.

Clearstead Trust first reported a position in FDX in Q2 2017 and has held it in 20 quarters since. The position peaked at $634K in Q4 2023. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Clearstead Trust held 1,306 shares of FedEx worth $409K as of Q2 2026.
  • Clearstead Trust left its FedEx share count unchanged in Q2 2026.
  • FedEx made up 0.05% of Clearstead Trust's portfolio in Q2 2026, its #127 holding.
  • Clearstead Trust first reported a position in FedEx in Q2 2017 and has held it in 20 quarters since.
  • Clearstead Trust's FedEx position peaked at $634K in Q4 2023.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.