EFG
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Elevated Financial Group’s FedEx FDX Stock Holding History

Elevated Financial 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 		$769K Sell
2,457
-907
-27% -$330K 0.21% 54
2026
Q1 		$1.2M Sell
3,364
-173
-5% -$60.1K 0.39% 41
2025
Q4 		$1.02M Buy
+3,537
New +$929K 0.35% 43

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

Elevated Financial Group's FDX Position: Q2 2026 in Review

Elevated Financial Group reduced its FedEx (FDX) stake by 27% in Q2 2026, selling an estimated $330K and leaving 2,457 shares worth $769K. The position accounts for 0.21% of the portfolio, ranked #54.

Elevated Financial Group first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Elevated Financial Group held 2,457 shares of FedEx worth $769K as of Q2 2026.
  • Elevated Financial Group sold 907 FedEx shares in Q2 2026, an estimated $330K.
  • FedEx made up 0.21% of Elevated Financial Group's portfolio in Q2 2026, its #54 holding.
  • Elevated Financial Group first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's FedEx position peaked at $1.2M in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.