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Concurrent Investment Advisors’s FedEx FDX Stock Holding History

Concurrent Investment 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 		$2.54M Buy
8,110
+1,157
+17% +$420K 0.02% 645
2026
Q1 		$2.48M Buy
6,953
+1,868
+37% +$648K 0.03% 547
2025
Q4 		$1.47M Buy
5,085
+1,355
+36% +$356K 0.02% 684
2025
Q3 		$880K Buy
3,730
+385
+12% +$88.8K 0.02% 693
2025
Q2 		$760K Sell
3,345
-384
-10% -$84.1K 0.01% 686
2025
Q1 		$909K Buy
3,729
+1,303
+54% +$338K 0.02% 572
2024
Q4 		$682K Sell
2,426
-49
-2% -$13.7K 0.02% 586
2024
Q3 		$677K Sell
2,475
-29
-1% -$8.42K 0.02% 551
2024
Q2 		$751K Buy
2,504
+115
+5% +$30.1K 0.02% 501
2024
Q1 		$692K Sell
2,389
-46
-2% -$11.5K 0.03% 463
2023
Q4 		$616K Buy
+2,435
New +$619K 0.03% 447

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's FDX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FedEx (FDX) stake by 17% in Q2 2026, buying an estimated $420K and bringing the position to 8,110 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #645.

Concurrent Investment Advisors first reported a position in FDX in Q4 2023 and has held it in 11 quarters since. 1,966 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Concurrent Investment Advisors held 8,110 shares of FedEx worth $2.54M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,157 FedEx shares in Q2 2026, an estimated $420K.
  • FedEx made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #645 holding.
  • Concurrent Investment Advisors first reported a position in FedEx in Q4 2023 and has held it in 11 quarters since.
  • 1,966 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.