Heartwood Wealth Advisors’s FedEx FDX Stock Holding History

Heartwood Wealth Advisors’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	$251K	Hold	800	–	–	0.02%	212
2026 Q1	$285K	Hold	800	–	–	0.02%	183
2025 Q4	$231K	Sell	800 -555	-41%	-$146K	0.02%	192
2025 Q3	$320K	Hold	1,355	–	–	0.03%	153
2025 Q2	$308K	Hold	1,355	–	–	0.03%	148
2025 Q1	$330K	Hold	1,355	–	–	0.04%	127
2024 Q4	$381K	Hold	1,355	–	–	0.04%	109
2024 Q3	$371K	Hold	1,355	–	–	0.04%	119
2024 Q2	$406K	Hold	1,355	–	–	0.05%	109
2024 Q1	$393K	Sell	1,355 -16	-1%	-$4K	0.05%	100
2023 Q4	$347K	Buy	1,371 +16	+1%	+$4.07K	0.05%	102
2023 Q3	$359K	Hold	1,355	–	–	0.05%	97
2023 Q2	$336K	Buy	+1,355	New	+$310K	0.05%	103

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's FDX Position: Q2 2026 in Review

Heartwood Wealth Advisors held its FedEx (FDX) position steady in Q2 2026 at 800 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #212.

Heartwood Wealth Advisors first reported a position in FDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $406K in Q2 2024. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Heartwood Wealth Advisors held 800 shares of FedEx worth $251K as of Q2 2026.
Heartwood Wealth Advisors left its FedEx share count unchanged in Q2 2026.
FedEx made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #212 holding.
Heartwood Wealth Advisors first reported a position in FedEx in Q2 2023 and has held it in 13 quarters since.
Heartwood Wealth Advisors's FedEx position peaked at $406K in Q2 2024.
1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.