CWP
FDX icon

Concord Wealth Partners’s FedEx FDX Stock Holding History

Concord Wealth Partners’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 		– Sell
-9
Closed -$2.19K – 879
2025
Q1 		$2.19K Hold
9
– – ﹤0.01% 668
2024
Q4 		$2.53K Buy
+9
New +$2.51K ﹤0.01% 689
2023
Q3 		– Sell
-1,706
Closed -$444K – 1023
2023
Q2 		$423K Buy
1,706
+828
+94% +$189K 0.09% 124
2023
Q1 		$201K Buy
878
+870
+10,875% +$177K 0.06% 162
2022
Q4 		$1.39K Buy
+8
New +$1.33K ﹤0.01% 1011

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's FDX Position: Q2 2025 in Review

Concord Wealth Partners sold out of FedEx (FDX) in Q2 2025, closing a stake of 9 shares — an estimated $2.19K sold.

Concord Wealth Partners first reported a position in FDX in Q4 2022 and held it in 5 quarters. The position peaked at $423K in Q2 2023. 1,699 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • Concord Wealth Partners reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 9 FedEx shares in Q2 2025, an estimated $2.19K.
  • Concord Wealth Partners first reported a position in FedEx in Q4 2022 and held it in 5 quarters.
  • Concord Wealth Partners's FedEx position peaked at $423K in Q2 2023.
  • 1,699 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.