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CreativeOne Wealth’s FedEx FDX Stock Holding History

CreativeOne Wealth’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 		$716K Sell
2,288
-428
-16% -$156K 0.02% 681
2026
Q1 		$967K Sell
2,716
-75
-3% -$26K 0.02% 593
2025
Q4 		$806K Buy
2,791
+53
+2% +$13.9K 0.02% 633
2025
Q3 		$646K Sell
2,738
-277
-9% -$63.9K 0.02% 683
2025
Q2 		$685K Buy
3,015
+11
+0.4% +$2.41K 0.02% 653
2025
Q1 		$732K Sell
3,004
-82
-3% -$21.3K 0.02% 582
2024
Q4 		$868K Buy
3,086
+1,039
+51% +$290K 0.03% 518
2024
Q3 		$560K Sell
2,047
-6,270
-75% -$1.82M 0.02% 591
2024
Q2 		$2.49M Sell
8,317
-1,052
-11% -$275K 0.13% 161
2024
Q1 		$2.71M Buy
9,369
+594
+7% +$149K 0.11% 173
2023
Q4 		$2.22M Buy
8,775
+704
+9% +$179K 0.14% 142
2023
Q3 		$2.14M Buy
8,071
+6,108
+311% +$1.59M 0.15% 132
2023
Q2 		$487K Sell
1,963
-350
-15% -$80.1K 0.02% 502
2023
Q1 		$529K Buy
2,313
+155
+7% +$31.5K 0.03% 448
2022
Q4 		$374K Sell
2,158
-338
-14% -$56.2K 0.02% 513
2022
Q3 		$371K Sell
2,496
-509
-17% -$107K 0.02% 477
2022
Q2 		$681K Sell
3,005
-2,330
-44% -$497K 0.04% 332
2022
Q1 		$1.23M Buy
5,335
+2,031
+61% +$477K 0.06% 245
2021
Q4 		$854K Buy
3,304
+780
+31% +$187K 0.04% 322
2021
Q3 		$594K Buy
2,524
+869
+53% +$236K 0.03% 364
2021
Q2 		$493K Sell
1,655
-90
-5% -$26.7K 0.03% 382
2021
Q1 		$496K Buy
1,745
+873
+100% +$225K 0.04% 331
2020
Q4 		$226K Buy
+872
New +$242K 0.02% 455

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

CreativeOne Wealth's FDX Position: Q2 2026 in Review

CreativeOne Wealth reduced its FedEx (FDX) stake by 16% in Q2 2026, selling an estimated $156K and leaving 2,288 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #681.

CreativeOne Wealth first reported a position in FDX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.71M in Q1 2024. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • CreativeOne Wealth held 2,288 shares of FedEx worth $716K as of Q2 2026.
  • CreativeOne Wealth sold 428 FedEx shares in Q2 2026, an estimated $156K.
  • FedEx made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #681 holding.
  • CreativeOne Wealth first reported a position in FedEx in Q4 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's FedEx position peaked at $2.71M in Q1 2024.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.