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Gutierrez Wealth Advisory’s FedEx FDX Stock Holding History

Gutierrez Wealth 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
Q2 		– Sell
-569
Closed -$203K – 72
2026
Q1 		$203K Buy
+569
New +$198K 0.13% 69
2025
Q3 		– Sell
-892
Closed -$203K – 63
2025
Q2 		$203K Sell
892
-74
-8% -$16.2K 0.14% 58
2025
Q1 		$236K Buy
966
+31
+3% +$8.04K 0.19% 39
2024
Q4 		$263K Buy
+935
New +$261K 0.22% 37

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

Gutierrez Wealth Advisory's FDX Position: Q2 2026 in Review

Gutierrez Wealth Advisory sold out of FedEx (FDX) in Q2 2026, closing a stake of 569 shares — an estimated $203K sold.

Gutierrez Wealth Advisory first reported a position in FDX in Q4 2024 and held it in 4 quarters. The position peaked at $263K in Q4 2024. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Gutierrez Wealth Advisory reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
  • Gutierrez Wealth Advisory sold 569 FedEx shares in Q2 2026, an estimated $203K.
  • Gutierrez Wealth Advisory first reported a position in FedEx in Q4 2024 and held it in 4 quarters.
  • Gutierrez Wealth Advisory's FedEx position peaked at $263K in Q4 2024.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.