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Flatrock Wealth Partners’s FedEx FDX Stock Holding History

Flatrock Wealth Partners’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 		$420K Sell
1,335
-6
-0.4% -$2.18K 0.16% 85
2026
Q1 		$480K Buy
1,341
+97
+8% +$33.7K 0.22% 68
2025
Q4 		$361K Buy
+1,244
New +$327K 0.17% 83

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

Flatrock Wealth Partners's FDX Position: Q2 2026 in Review

Flatrock Wealth Partners reduced its FedEx (FDX) stake by 0.45% in Q2 2026, selling an estimated $2.18K and leaving 1,335 shares worth $420K. The position accounts for 0.16% of the portfolio, ranked #85.

Flatrock Wealth Partners first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $480K in Q1 2026. 1,947 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Flatrock Wealth Partners held 1,335 shares of FedEx worth $420K as of Q2 2026.
  • Flatrock Wealth Partners sold 6 FedEx shares in Q2 2026, an estimated $2.18K.
  • FedEx made up 0.16% of Flatrock Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Flatrock Wealth Partners first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's FedEx position peaked at $480K in Q1 2026.
  • 1,947 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.