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Green Ridge Wealth Planning’s FedEx FDX Stock Holding History

Green Ridge Wealth Planning’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 		$200K Sell
702
-55
-7% -$17.3K 0.08% 84
2026
Q2 		$237K Sell
757
-25
-3% -$9.08K 0.1% 81
2026
Q1 		$279K Buy
782
+8
+1% +$2.78K 0.15% 63
2025
Q4 		$224K Buy
+774
New +$203K 0.11% 82

Other funds holding FDX

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Green Ridge Wealth Planning's FDX Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its FedEx (FDX) stake by 7.3% in Q3 2026, selling an estimated $17.3K and leaving 702 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #84.

Green Ridge Wealth Planning first reported a position in FDX in Q4 2025 and has held it in 4 quarters since. The position peaked at $279K in Q1 2026. 58 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Green Ridge Wealth Planning held 702 shares of FedEx worth $200K as of Q3 2026.
  • Green Ridge Wealth Planning sold 55 FedEx shares in Q3 2026, an estimated $17.3K.
  • FedEx made up 0.08% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #84 holding.
  • Green Ridge Wealth Planning first reported a position in FedEx in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's FedEx position peaked at $279K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.