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Financial Advocates Investment Management’s FedEx FDX Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-1,624
Closed -$396K – 673
2025
Q1 		$396K Sell
1,624
-207
-11% -$53.7K 0.03% 484
2024
Q4 		$515K Buy
1,831
+550
+43% +$154K 0.03% 437
2024
Q3 		$351K Buy
1,281
+1
+0.1% +$290 0.02% 562
2024
Q2 		$384K Sell
1,280
-1,308
-51% -$342K 0.02% 509
2024
Q1 		$750K Buy
2,588
+47
+2% +$11.8K 0.04% 366
2023
Q4 		$643K Sell
2,541
-57
-2% -$14.5K 0.04% 376
2023
Q3 		$688K Sell
2,598
-53
-2% -$13.8K 0.05% 345
2023
Q2 		$657K Buy
2,651
+309
+13% +$70.7K 0.05% 345
2023
Q1 		$535K Buy
2,342
+533
+29% +$108K 0.04% 415
2022
Q4 		$313K Buy
1,809
+2
+0.1% +$332 0.02% 556
2022
Q3 		$268K Sell
1,807
-340
-16% -$71.8K 0.02% 586
2022
Q2 		$487K Sell
2,147
-2,262
-51% -$483K 0.04% 401
2022
Q1 		$1.02M Sell
4,409
-316
-7% -$74.3K 0.07% 295
2021
Q4 		$1.22M Sell
4,725
-258
-5% -$61.9K 0.08% 290
2021
Q3 		$1.09M Buy
4,983
+1,738
+54% +$472K 0.07% 290
2021
Q2 		$945K Buy
+3,245
New +$963K 0.06% 329
2021
Q1 		– Sell
-6,091
Closed -$1.57M – 759
2020
Q4 		$1.58M Buy
6,091
+3,573
+142% +$990K 0.11% 216
2020
Q3 		$633K Buy
2,518
+697
+38% +$139K 0.05% 330
2020
Q2 		$256K Sell
1,821
-879
-33% -$111K 0.02% 498
2020
Q1 		$327K Buy
2,700
+1,091
+68% +$154K 0.05% 343
2019
Q4 		$243K Sell
1,609
-868
-35% -$134K 0.03% 445
2019
Q3 		$320K Buy
2,477
+684
+38% +$110K 0.04% 367
2019
Q2 		$294K Sell
1,793
-99
-5% -$17.3K 0.03% 374
2019
Q1 		$343K Sell
1,892
-15
-0.8% -$2.65K 0.04% 339
2018
Q4 		$307K Sell
1,907
-256
-12% -$54.1K 0.04% 330
2018
Q3 		$521K Sell
2,163
-127
-6% -$30.7K 0.06% 279
2018
Q2 		$525K Sell
2,290
-267
-10% -$66.1K 0.06% 263
2018
Q1 		$614K Sell
2,557
-85
-3% -$21.5K 0.08% 228
2017
Q4 		$659K Buy
+2,642
New +$604K 0.09% 220

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's FDX Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of FedEx (FDX) in Q2 2025, closing a stake of 1,624 shares — an estimated $396K sold.

Financial Advocates Investment Management first reported a position in FDX in Q4 2017 and held it in 29 quarters. The position peaked at $1.58M in Q4 2020. 1,700 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,624 FedEx shares in Q2 2025, an estimated $396K.
  • Financial Advocates Investment Management first reported a position in FedEx in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's FedEx position peaked at $1.58M in Q4 2020.
  • 1,700 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.