Exencial Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.32M | Buy |
6,503
+135
| +2% | +$46.9K | 0.07% | 207 |
|
|
2025
Q4 | $1.84M | Buy |
6,368
+291
| +5% | +$76.4K | 0.06% | 233 |
|
|
2025
Q3 | $1.43M | Buy |
6,077
+343
| +6% | +$79.1K | 0.05% | 249 |
|
|
2025
Q2 | $1.3M | Sell |
5,734
-63
| -1% | -$13.8K | 0.05% | 257 |
|
|
2025
Q1 | $1.41M | Sell |
5,797
-8
| -0.1% | -$2.07K | 0.05% | 248 |
|
|
2024
Q4 | $1.63M | Buy |
5,805
+10
| +0.2% | +$2.79K | 0.06% | 235 |
|
|
2024
Q3 | $1.59M | Buy |
5,795
+37
| +0.6% | +$10.7K | 0.06% | 239 |
|
|
2024
Q2 | $1.73M | Sell |
5,758
-242
| -4% | -$63.3K | 0.06% | 220 |
|
|
2024
Q1 | $1.74M | Sell |
6,000
-163
| -3% | -$40.8K | 0.06% | 223 |
|
|
2023
Q4 | $1.56M | Sell |
6,163
-34
| -0.5% | -$8.64K | 0.06% | 220 |
|
|
2023
Q3 | $1.64M | Sell |
6,197
-733
| -11% | -$191K | 0.08% | 194 |
|
|
2023
Q2 | $1.72M | Buy |
6,930
+23
| +0.3% | +$5.26K | 0.08% | 193 |
|
|
2023
Q1 | $1.58M | Sell |
6,907
-800
| -10% | -$162K | 0.08% | 185 |
|
|
2022
Q4 | $1.33M | Buy |
7,707
+1,093
| +17% | +$182K | 0.07% | 202 |
|
|
2022
Q3 | $982K | Buy |
6,614
+106
| +2% | +$22.4K | 0.06% | 210 |
|
|
2022
Q2 | $1.48M | Buy |
6,508
+764
| +13% | +$163K | 0.08% | 193 |
|
|
2022
Q1 | $1.33M | Buy |
5,744
+32
| +0.6% | +$7.52K | 0.07% | 212 |
|
|
2021
Q4 | $1.48M | Sell |
5,712
-14,281
| -71% | -$3.43M | 0.07% | 203 |
|
|
2021
Q3 | $4.38M | Sell |
19,993
-4,633
| -19% | -$1.26M | 0.19% | 113 |
|
|
2021
Q2 | $7.35M | Sell |
24,626
-11,037
| -31% | -$3.28M | 0.4% | 89 |
|
|
2021
Q1 | $10.1M | Buy |
35,663
+1,806
| +5% | +$465K | 0.6% | 42 |
|
|
2020
Q4 | $8.79M | Sell |
33,857
-48,630
| -59% | -$13.5M | 0.6% | 47 |
|
|
2020
Q3 | $20.7M | Buy |
82,487
+41,158
| +100% | +$8.23M | 1.1% | 20 |
|
|
2020
Q2 | $5.79M | Buy |
41,329
+35,940
| +667% | +$4.52M | 0.5% | 59 |
|
|
2020
Q1 | $654K | Sell |
5,389
-613
| -10% | -$86.3K | 0.12% | 136 |
|
|
2019
Q4 | $908K | Buy |
6,002
+24
| +0.4% | +$3.7K | 0.16% | 123 |
|
|
2019
Q3 | $870K | Sell |
5,978
-1,203
| -17% | -$194K | 0.19% | 117 |
|
|
2019
Q2 | $1.18M | Hold |
7,181
| – | – | 0.28% | 90 |
|
|
2019
Q1 | $1.3M | Buy |
7,181
+170
| +2% | +$30K | 0.31% | 84 |
|
|
2018
Q4 | $1.13M | Sell |
7,011
-1,872
| -21% | -$396K | 0.3% | 86 |
|
|
2018
Q3 | $2.14M | Buy |
8,883
+259
| +3% | +$62.7K | 0.5% | 64 |
|
|
2018
Q2 | $1.96M | Buy |
8,624
+106
| +1% | +$26.3K | 0.55% | 61 |
|
|
2018
Q1 | $2.04M | Buy |
8,518
+40
| +0.5% | +$10.1K | 0.61% | 57 |
|
|
2017
Q4 | $2.12M | Sell |
8,478
-119
| -1% | -$27.2K | 0.64% | 55 |
|
|
2017
Q3 | $1.94M | Buy |
+8,597
| New | +$1.83M | 0.64% | 54 |
|
Other funds holding FDX
Exencial Wealth Advisors's FDX Position: Q1 2026 in Review
Exencial Wealth Advisors increased its FedEx (FDX) stake by 2.1% in Q1 2026, buying an estimated $46.9K and bringing the position to 6,503 shares worth $2.32M. The position accounts for 0.07% of the portfolio, ranked #207.
Exencial Wealth Advisors first reported a position in FDX in Q3 2017 and has held it in 35 quarters since. The position peaked at $20.7M in Q3 2020. 2,038 funds tracked by Wall St. Rank hold FDX as of Q1 2026.
- Exencial Wealth Advisors held 6,503 shares of FedEx worth $2.32M as of Q1 2026.
- Exencial Wealth Advisors bought 135 FedEx shares in Q1 2026, an estimated $46.9K.
- FedEx made up 0.07% of Exencial Wealth Advisors's portfolio in Q1 2026, its #207 holding.
- Exencial Wealth Advisors first reported a position in FedEx in Q3 2017 and has held it in 35 quarters since.
- Exencial Wealth Advisors's FedEx position peaked at $20.7M in Q3 2020.
- 2,038 funds tracked by Wall St. Rank held FedEx as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.