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Everhart Financial Group’s FedEx FDX Stock Holding History

Everhart 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 		$394K Sell
1,258
-213
-14% -$77.4K 0.03% 310
2026
Q1 		$524K Buy
1,471
+621
+73% +$216K 0.04% 264
2025
Q4 		$246K Buy
+850
New +$223K 0.02% 373

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

Everhart Financial Group reduced its FedEx (FDX) stake by 14% in Q2 2026, selling an estimated $77.4K and leaving 1,258 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #310.

Everhart Financial Group first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $524K in Q1 2026. 454 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Everhart Financial Group held 1,258 shares of FedEx worth $394K as of Q2 2026.
  • Everhart Financial Group sold 213 FedEx shares in Q2 2026, an estimated $77.4K.
  • FedEx made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #310 holding.
  • Everhart Financial Group first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Everhart Financial Group's FedEx position peaked at $524K in Q1 2026.
  • 454 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.