Envision Financial Planning’s FedEx FDX Stock Holding History

Envision Financial 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
2026 Q2	$265K	Buy	846 +241	+40%	+$87.6K	0.09%	50
2026 Q1	$216K	Buy	+605	New	+$210K	0.08%	48

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

Envision Financial Planning's FDX Position: Q2 2026 in Review

Envision Financial Planning increased its FedEx (FDX) stake by 40% in Q2 2026, buying an estimated $87.6K and bringing the position to 846 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #50.

Envision Financial Planning first reported a position in FDX in Q1 2026 and has held it in 2 quarters since. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Envision Financial Planning held 846 shares of FedEx worth $265K as of Q2 2026.
Envision Financial Planning bought 241 FedEx shares in Q2 2026, an estimated $87.6K.
FedEx made up 0.09% of Envision Financial Planning's portfolio in Q2 2026, its #50 holding.
Envision Financial Planning first reported a position in FedEx in Q1 2026 and has held it in 2 quarters since.
1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.