Coastal Bridge Advisors’s FedEx FDX Stock Holding History

Coastal Bridge Advisors’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	$997K	Buy	3,185 +11	+0.3%	+$4K	0.06%	229
2026 Q1	$1.13M	Buy	3,174 +1	+0%	+$347	0.08%	210
2025 Q4	$917K	Sell	3,173 -1,287	-29%	-$338K	0.07%	225
2025 Q3	$1.05M	Sell	4,460 -1,879	-30%	-$433K	0.08%	203
2025 Q2	$1.44M	Sell	6,339 -4,108	-39%	-$900K	0.12%	175
2025 Q1	$2.55M	Buy	+10,447	New	+$2.71M	0.23%	108
2021 Q2	–	Sell	-917	Closed	-$260K	–	153
2021 Q1	$260K	Hold	917	–	–	0.05%	119
2020 Q4	$238K	Hold	917	–	–	0.05%	115
2020 Q3	$231K	Buy	+917	New	+$183K	0.07%	101
2019 Q2	–	Sell	-1,167	Closed	-$212K	–	135
2019 Q1	$212K	Buy	+1,167	New	+$206K	0.07%	111
2018 Q4	–	Sell	-1,662	Closed	-$400K	–	135
2018 Q3	$400K	Hold	1,662	–	–	0.15%	80
2018 Q2	$377K	Hold	1,662	–	–	0.15%	79
2018 Q1	$399K	Buy	1,662 +745	+81%	+$188K	0.14%	81
2017 Q4	$236K	Hold	917	–	–	0.08%	105
2017 Q3	$207K	Buy	+917	New	+$195K	0.07%	110

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 $3.37T AUM 44.26% 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

Coastal Bridge Advisors's FDX Position: Q2 2026 in Review

Coastal Bridge Advisors increased its FedEx (FDX) stake by 0.35% in Q2 2026, buying an estimated $4K and bringing the position to 3,185 shares worth $997K. The position accounts for 0.06% of the portfolio, ranked #229.

Coastal Bridge Advisors first reported a position in FDX in Q3 2017 and has held it in 15 quarters since. The position peaked at $2.55M in Q1 2025. 1,954 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Coastal Bridge Advisors held 3,185 shares of FedEx worth $997K as of Q2 2026.
Coastal Bridge Advisors bought 11 FedEx shares in Q2 2026, an estimated $4K.
FedEx made up 0.06% of Coastal Bridge Advisors's portfolio in Q2 2026, its #229 holding.
Coastal Bridge Advisors first reported a position in FedEx in Q3 2017 and has held it in 15 quarters since.
Coastal Bridge Advisors's FedEx position peaked at $2.55M in Q1 2025.
1,954 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.