Heritage Wealth Advisors’s FedEx FDX Stock Holding History

Heritage 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
2025 Q4	–	Sell	-26	Closed	-$6.13K	–	597
2025 Q3	$6.13K	Sell	26 -1	-4%	-$231	﹤0.01%	461
2025 Q2	$6.14K	Sell	27 -153	-85%	-$33.5K	﹤0.01%	453
2025 Q1	$43.9K	Hold	180	–	–	﹤0.01%	310
2024 Q4	$50.6K	Sell	180 -200	-53%	-$55.8K	﹤0.01%	306
2024 Q3	$104K	Buy	+380	New	+$110K	﹤0.01%	261
2022 Q2	–	Sell	-18	Closed	-$4K	–	563
2022 Q1	$4K	Hold	18	–	–	﹤0.01%	478
2021 Q4	$5K	Hold	18	–	–	﹤0.01%	483
2021 Q3	$3.95K	Sell	18 -6	-25%	-$1.63K	﹤0.01%	483
2021 Q2	$7.16K	Hold	24	–	–	﹤0.01%	464
2021 Q1	$6.82K	Buy	+24	New	+$6.18K	﹤0.01%	479
2019 Q2	–	Sell	-10	Closed	-$1.81K	–	462
2019 Q1	$1.81K	Hold	10	–	–	﹤0.01%	413
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	372
2018 Q3	$2K	Buy	+10	New	+$2.42K	﹤0.01%	353

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's FDX Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of FedEx (FDX) in Q4 2025, closing a stake of 26 shares — an estimated $6.13K sold.

Heritage Wealth Advisors first reported a position in FDX in Q3 2018 and held it in 13 quarters. The position peaked at $104K in Q3 2024. 1,869 funds tracked by Wall St. Rank hold FDX as of Q4 2025.

Heritage Wealth Advisors reported no remaining FedEx position as of Q4 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 26 FedEx shares in Q4 2025, an estimated $6.13K.
Heritage Wealth Advisors first reported a position in FedEx in Q3 2018 and held it in 13 quarters.
Heritage Wealth Advisors's FedEx position peaked at $104K in Q3 2024.
1,869 funds tracked by Wall St. Rank held FedEx as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.