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EverSource Wealth Advisors’s FedEx FDX Stock Holding History

EverSource Wealth Advisors’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
Q1 		$2.16M Buy
6,055
+903
+18% +$313K 0.07% 210
2025
Q4 		$1.49M Buy
5,152
+923
+22% +$242K 0.05% 252
2025
Q3 		$997K Buy
4,229
+1,359
+47% +$313K 0.04% 310
2025
Q2 		$652K Buy
2,870
+448
+18% +$98.1K 0.03% 377
2025
Q1 		$591K Sell
2,422
-4,453
-65% -$1.15M 0.03% 348
2024
Q4 		$1.93M Sell
6,875
-5,634
-45% -$1.57M 0.11% 153
2024
Q3 		$3.42M Sell
12,509
-219
-2% -$63.6K 0.22% 99
2024
Q2 		$3.85M Buy
12,728
+232
+2% +$60.7K 0.26% 84
2024
Q1 		$3.27M Buy
12,496
+45
+0.4% +$11.3K 0.26% 88
2023
Q4 		$3.15M Sell
12,451
-768
-6% -$195K 0.29% 83
2023
Q3 		$3.5M Buy
13,219
+734
+6% +$191K 0.37% 72
2023
Q2 		$3.1M Buy
12,485
+61
+0.5% +$14K 0.34% 76
2023
Q1 		$2.84M Buy
12,424
+1,769
+17% +$359K 0.35% 71
2022
Q4 		$1.85M Buy
10,655
+10,125
+1,910% +$1.68M 0.28% 80
2022
Q3 		$79K Sell
530
-284
-35% -$59.9K 0.02% 502
2022
Q2 		$185K Buy
814
+376
+86% +$80.2K 0.05% 266
2022
Q1 		$101K Sell
438
-9
-2% -$2.12K 0.03% 337
2021
Q4 		$116K Buy
+447
New +$107K 0.03% 287

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EverSource Wealth Advisors's FDX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its FedEx (FDX) stake by 18% in Q1 2026, buying an estimated $313K and bringing the position to 6,055 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #210.

EverSource Wealth Advisors first reported a position in FDX in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.85M in Q2 2024. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • EverSource Wealth Advisors held 6,055 shares of FedEx worth $2.16M as of Q1 2026.
  • EverSource Wealth Advisors bought 903 FedEx shares in Q1 2026, an estimated $313K.
  • FedEx made up 0.07% of EverSource Wealth Advisors's portfolio in Q1 2026, its #210 holding.
  • EverSource Wealth Advisors first reported a position in FedEx in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's FedEx position peaked at $3.85M in Q2 2024.
  • 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.