Creative Planning’s FedEx FDX Stock Holding History

Creative Planning’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
2023 Q2	–	Sell	-3,300	Closed	-$59	–	2710
2023 Q1	$59	Hold	3,300	–	–	﹤0.01%	2640
2022 Q4	$4.46K	Hold	3,300	–	–	﹤0.01%	2395
2022 Q3	$104K	Hold	3,300	–	–	﹤0.01%	2022
2022 Q2	$1K	Buy	+3,300	New	+$704K	﹤0.01%	2267
2021 Q4	–	Sell	-5,000	Closed	-$52K	–	2131
2021 Q3	$52K	Sell	5,000 -300	-6%	-$81.4K	﹤0.01%	1990
2021 Q2	$2K	Buy	5,300 +1,700	+47%	+$504K	﹤0.01%	2040
2021 Q1	$1K	Buy	3,600 +3,300	+1,100%	+$850K	﹤0.01%	2584
2020 Q4	$1K	Buy	+300	New	+$83.1K	﹤0.01%	2320

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

Creative Planning's FDX Position: Q2 2026 in Review

Creative Planning increased its FedEx (FDX) stake by 4.6% in Q2 2026, buying an estimated $2.24M and bringing the position to 141,097 shares worth $44.2M. The position accounts for 0.03% of the portfolio, ranked #265.

Creative Planning first reported a position in FDX in Q2 2013 and has held it in 53 quarters since. The position peaked at $48.1M in Q1 2026. 1,957 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Creative Planning held 141,097 shares of FedEx worth $44.2M as of Q2 2026.
Creative Planning bought 6,156 FedEx shares in Q2 2026, an estimated $2.24M.
FedEx made up 0.03% of Creative Planning's portfolio in Q2 2026, its #265 holding.
Creative Planning first reported a position in FedEx in Q2 2013 and has held it in 53 quarters since.
Creative Planning's FedEx position peaked at $48.1M in Q1 2026.
1,957 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.