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Confluence Wealth Services’s FedEx FDX Stock Holding History

Confluence Wealth Services’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 		$921K Buy
2,942
+930
+46% +$338K 0.03% 241
2026
Q1 		$717K Sell
2,012
-250
-11% -$86.8K 0.03% 229
2025
Q4 		$653K Sell
2,262
-233
-9% -$61.2K 0.03% 230
2025
Q3 		$588K Hold
2,495
– – 0.03% 226
2025
Q2 		$567K Sell
2,495
-128
-5% -$28K 0.03% 231
2025
Q1 		$554K Sell
2,623
-104
-4% -$27K 0.03% 219
2024
Q4 		$736K Buy
2,727
+213
+8% +$59.5K 0.05% 185
2024
Q3 		$688K Sell
2,514
-11
-0.4% -$3.19K 0.05% 189
2024
Q2 		$757K Sell
2,525
-327
-11% -$85.5K 0.06% 187
2024
Q1 		$826K Buy
2,852
+185
+7% +$46.3K 0.07% 153
2023
Q4 		$675K Sell
2,667
-634
-19% -$161K 0.07% 153
2023
Q3 		$875K Buy
3,301
+468
+17% +$122K 0.17% 101
2023
Q2 		$702K Buy
2,833
+1,473
+108% +$337K 0.15% 122
2023
Q1 		$311K Hold
1,360
– – 0.07% 187
2022
Q4 		$235K Buy
1,360
+1
+0.1% +$166 0.06% 211
2022
Q3 		$201K Sell
1,359
-1,915
-58% -$404K 0.09% 216
2022
Q2 		$750K Buy
3,274
+2,050
+167% +$437K 0.33% 101
2022
Q1 		$283K Buy
1,224
+75
+7% +$17.6K 0.1% 197
2021
Q4 		$297K Buy
+1,149
New +$276K 0.1% 184

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

Confluence Wealth Services's FDX Position: Q2 2026 in Review

Confluence Wealth Services increased its FedEx (FDX) stake by 46% in Q2 2026, buying an estimated $338K and bringing the position to 2,942 shares worth $921K. The position accounts for 0.03% of the portfolio, ranked #241.

Confluence Wealth Services first reported a position in FDX in Q4 2021 and has held it in 19 quarters since. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Confluence Wealth Services held 2,942 shares of FedEx worth $921K as of Q2 2026.
  • Confluence Wealth Services bought 930 FedEx shares in Q2 2026, an estimated $338K.
  • FedEx made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #241 holding.
  • Confluence Wealth Services first reported a position in FedEx in Q4 2021 and has held it in 19 quarters since.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.