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Congress Wealth Management’s FedEx FDX Stock Holding History

Congress Wealth Management’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 		$11.9M Buy
52,344
+24,796
+90% +$5.43M 0.12% 214
2025
Q1 		$6.71M Buy
27,548
+2,923
+12% +$758K 0.08% 276
2024
Q4 		$6.93M Sell
24,625
-24,931
-50% -$6.96M 0.1% 243
2024
Q3 		$13.6M Buy
49,556
+17,669
+55% +$5.13M 0.18% 167
2024
Q2 		$9.56M Buy
+31,887
New +$8.34M 0.15% 180

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's FDX Position: Q2 2025 in Review

Congress Wealth Management increased its FedEx (FDX) stake by 90% in Q2 2025, buying an estimated $5.43M and bringing the position to 52,344 shares worth $11.9M. The position accounts for 0.12% of the portfolio, ranked #214.

Congress Wealth Management first reported a position in FDX in Q2 2024 and has held it in 5 quarters since. The position peaked at $13.6M in Q3 2024. 1,700 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • Congress Wealth Management held 52,344 shares of FedEx worth $11.9M as of Q2 2025.
  • Congress Wealth Management bought 24,796 FedEx shares in Q2 2025, an estimated $5.43M.
  • FedEx made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #214 holding.
  • Congress Wealth Management first reported a position in FedEx in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's FedEx position peaked at $13.6M in Q3 2024.
  • 1,700 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.