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 Q3	$228K	Hold	800	–	–	0.02%	214
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

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

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

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 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

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Heartwood Wealth Advisors's FDX Position: Q3 2026 in Review

Heartwood Wealth Advisors held its FedEx (FDX) position steady in Q3 2026 at 800 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #214.

Heartwood Wealth Advisors first reported a position in FDX in Q2 2023 and has held it in 14 quarters since. The position peaked at $406K in Q2 2024. 80 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

Heartwood Wealth Advisors held 800 shares of FedEx worth $228K as of Q3 2026.
Heartwood Wealth Advisors left its FedEx share count unchanged in Q3 2026.
FedEx made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #214 holding.
Heartwood Wealth Advisors first reported a position in FedEx in Q2 2023 and has held it in 14 quarters since.
Heartwood Wealth Advisors's FedEx position peaked at $406K in Q2 2024.
80 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.