Forza Wealth Management’s FedEx FDX Stock Holding History

Forza Wealth 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
2026 Q3	$775K	Hold	2,718	–	–	0.22%	99
2026 Q2	$851K	Hold	2,718	–	–	0.26%	86
2026 Q1	$968K	Hold	2,718	–	–	0.34%	71
2025 Q4	$785K	Hold	2,718	–	–	0.28%	83
2025 Q3	$641K	Hold	2,718	–	–	0.25%	99
2025 Q2	$618K	Hold	2,718	–	–	0.25%	94
2025 Q1	$663K	Buy	2,718 +25	+0.9%	+$6.48K	0.3%	84
2024 Q4	$758K	Buy	2,693 +48	+2%	+$13.4K	0.35%	74
2024 Q3	$724K	Sell	2,645 -2	-0.1%	-$581	0.33%	77
2024 Q2	$794K	Hold	2,647	–	–	0.41%	66
2024 Q1	$767K	Hold	2,647	–	–	0.4%	66
2023 Q4	$670K	Buy	2,647 +220	+9%	+$55.9K	0.37%	74
2023 Q3	$643K	Hold	2,427	–	–	0.33%	94
2023 Q2	$602K	Hold	2,427	–	–	0.3%	97
2023 Q1	$555K	Hold	2,427	–	–	0.29%	106
2022 Q4	$420K	Buy	+2,427	New	+$403K	0.28%	98

Other funds holding FDX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Forza Wealth Management's FDX Position: Q3 2026 in Review

Forza Wealth Management held its FedEx (FDX) position steady in Q3 2026 at 2,718 shares worth $775K. The position accounts for 0.22% of the portfolio, ranked #99.

Forza Wealth Management first reported a position in FDX in Q4 2022 and has held it in 16 quarters since. The position peaked at $968K in Q1 2026. 397 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

Forza Wealth Management held 2,718 shares of FedEx worth $775K as of Q3 2026.
Forza Wealth Management left its FedEx share count unchanged in Q3 2026.
FedEx made up 0.22% of Forza Wealth Management's portfolio in Q3 2026, its #99 holding.
Forza Wealth Management first reported a position in FedEx in Q4 2022 and has held it in 16 quarters since.
Forza Wealth Management's FedEx position peaked at $968K in Q1 2026.
397 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.