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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
Q2 		$1.58M Sell
5,042
-1,013
-17% -$368K 0.05% 258
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 $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

EverSource Wealth Advisors's FDX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its FedEx (FDX) stake by 17% in Q2 2026, selling an estimated $368K and leaving 5,042 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #258.

EverSource Wealth Advisors first reported a position in FDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.85M in Q2 2024. 1,959 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • EverSource Wealth Advisors held 5,042 shares of FedEx worth $1.58M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,013 FedEx shares in Q2 2026, an estimated $368K.
  • FedEx made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #258 holding.
  • EverSource Wealth Advisors first reported a position in FedEx in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's FedEx position peaked at $3.85M in Q2 2024.
  • 1,959 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.