CAG
FDX icon

Crestwood Advisors Group’s FedEx FDX Stock Holding History

Crestwood Advisors Group’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 		$599K Buy
1,913
+95
+5% +$34.5K 0.01% 435
2026
Q1 		$647K Buy
1,818
+197
+12% +$68.4K 0.01% 362
2025
Q4 		$468K Buy
1,621
+202
+14% +$53K 0.01% 409
2025
Q3 		$335K Buy
1,419
+71
+5% +$16.4K 0.01% 446
2025
Q2 		$306K Buy
1,348
+183
+16% +$40.1K 0.01% 443
2025
Q1 		$284K Buy
1,165
+358
+44% +$92.8K 0.01% 436
2024
Q4 		$227K Buy
+807
New +$225K ﹤0.01% 433
2017
Q2 		– Sell
-263
Closed -$50K – 249
2017
Q1 		$50K Buy
+263
New +$50.2K ﹤0.01% 255

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

Crestwood Advisors Group's FDX Position: Q2 2026 in Review

Crestwood Advisors Group increased its FedEx (FDX) stake by 5.2% in Q2 2026, buying an estimated $34.5K and bringing the position to 1,913 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #435.

Crestwood Advisors Group first reported a position in FDX in Q1 2017 and has held it in 8 quarters since. The position peaked at $647K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Crestwood Advisors Group held 1,913 shares of FedEx worth $599K as of Q2 2026.
  • Crestwood Advisors Group bought 95 FedEx shares in Q2 2026, an estimated $34.5K.
  • FedEx made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #435 holding.
  • Crestwood Advisors Group first reported a position in FedEx in Q1 2017 and has held it in 8 quarters since.
  • Crestwood Advisors Group's FedEx position peaked at $647K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.