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Gladstone Institutional Advisory’s FedEx FDX Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$792K Buy
2,222
+1,224
+123% +$425K 0.03% 430
2025
Q4 		$288K Sell
998
-2,410
-71% -$633K 0.01% 646
2025
Q3 		$804K Buy
3,408
+326
+11% +$75.2K 0.03% 418
2025
Q2 		$701K Sell
3,082
-66
-2% -$14.5K 0.03% 412
2025
Q1 		$767K Sell
3,148
-138
-4% -$35.8K 0.04% 379
2024
Q4 		$924K Sell
3,286
-141
-4% -$39.4K 0.04% 339
2024
Q3 		$938K Sell
3,427
-71
-2% -$20.6K 0.05% 331
2024
Q2 		$1.05M Sell
3,498
-11
-0.3% -$2.88K 0.05% 300
2024
Q1 		$1.02M Sell
3,509
-116
-3% -$29K 0.06% 290
2023
Q4 		$917K Buy
3,625
+1,075
+42% +$273K 0.05% 303
2023
Q3 		$676K Buy
2,550
+354
+16% +$92K 0.04% 339
2023
Q2 		$544K Sell
2,196
-110
-5% -$25.2K 0.03% 388
2023
Q1 		$527K Buy
2,306
+423
+22% +$85.9K 0.03% 390
2022
Q4 		$326K Buy
1,883
+132
+8% +$21.9K 0.02% 484
2022
Q3 		$260K Buy
1,751
+188
+12% +$39.7K 0.02% 529
2022
Q2 		$354K Buy
1,563
+88
+6% +$18.8K 0.03% 473
2022
Q1 		$341K Buy
1,475
+209
+17% +$49.1K 0.02% 518
2021
Q4 		$327K Buy
+1,266
New +$304K 0.03% 456
2021
Q1 		– Sell
-1,490
Closed -$387K – 426
2020
Q4 		$387K Buy
1,490
+241
+19% +$66.8K 0.08% 196
2020
Q3 		$314K Buy
+1,249
New +$250K 0.08% 201

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gladstone Institutional Advisory's FDX Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its FedEx (FDX) stake by 123% in Q1 2026, buying an estimated $425K and bringing the position to 2,222 shares worth $792K. The position accounts for 0.03% of the portfolio, ranked #430.

Gladstone Institutional Advisory first reported a position in FDX in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.05M in Q2 2024. 2,028 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Gladstone Institutional Advisory held 2,222 shares of FedEx worth $792K as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,224 FedEx shares in Q1 2026, an estimated $425K.
  • FedEx made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #430 holding.
  • Gladstone Institutional Advisory first reported a position in FedEx in Q3 2020 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's FedEx position peaked at $1.05M in Q2 2024.
  • 2,028 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.