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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
2021
Q2 		– Sell
-3,474
Closed -$984K – 770
2021
Q1 		$984K Buy
+3,474
New +$895K 0.07% 320

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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 $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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.