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Dakota Wealth Management’s FedEx FDX Stock Holding History

Dakota 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
2026
Q2 		$8.62M Sell
27,520
-24
-0.1% -$8.72K 0.16% 130
2026
Q1 		$9.81M Buy
27,544
+1,844
+7% +$640K 0.21% 107
2025
Q4 		$7.42M Buy
+25,700
New +$6.75M 0.13% 129
2025
Q3 		– Sell
-1,065
Closed -$242K – 704
2025
Q2 		$242K Buy
1,065
+30
+3% +$6.57K 0.01% 676
2025
Q1 		$252K Sell
1,035
-146
-12% -$37.8K 0.01% 664
2024
Q4 		$332K Buy
1,181
+2
+0.2% +$558 0.01% 581
2024
Q3 		$324K Sell
1,179
-910
-44% -$264K 0.01% 579
2024
Q2 		$628K Sell
2,089
-27
-1% -$7.06K 0.01% 465
2024
Q1 		$614K Sell
2,116
-379
-15% -$94.8K 0.02% 473
2023
Q4 		$632K Sell
2,495
-7,787
-76% -$1.98M 0.02% 384
2023
Q3 		$2.72M Buy
10,282
+995
+11% +$259K 0.12% 166
2023
Q2 		$2.3M Buy
9,287
+950
+11% +$217K 0.11% 160
2023
Q1 		$1.9M Buy
8,337
+6,909
+484% +$1.4M 0.13% 157
2022
Q4 		$247K Sell
1,428
-731
-34% -$121K 0.02% 493
2022
Q3 		$321K Buy
+2,159
New +$456K 0.03% 411
2021
Q3 		– Sell
-2,315
Closed -$691K – 354
2021
Q2 		$691K Buy
+2,315
New +$687K 0.08% 189

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

Dakota Wealth Management's FDX Position: Q2 2026 in Review

Dakota Wealth Management reduced its FedEx (FDX) stake by 0.09% in Q2 2026, selling an estimated $8.72K and leaving 27,520 shares worth $8.62M. The position accounts for 0.16% of the portfolio, ranked #130.

Dakota Wealth Management first reported a position in FDX in Q2 2021 and has held it in 16 quarters since. The position peaked at $9.81M in Q1 2026. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Dakota Wealth Management held 27,520 shares of FedEx worth $8.62M as of Q2 2026.
  • Dakota Wealth Management sold 24 FedEx shares in Q2 2026, an estimated $8.72K.
  • FedEx made up 0.16% of Dakota Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Dakota Wealth Management first reported a position in FedEx in Q2 2021 and has held it in 16 quarters since.
  • Dakota Wealth Management's FedEx position peaked at $9.81M in Q1 2026.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.