Herold Advisors’s FedEx FDX Stock Holding History

Herold 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	–	Sell	-570	Closed	-$203K	–	277
2026 Q1	$203K	Buy	+570	New	+$198K	0.04%	252
2025 Q3	–	Sell	-1,060	Closed	-$241K	–	275
2025 Q2	$241K	Hold	1,060	–	–	0.05%	268
2025 Q1	$258K	Sell	1,060 -100	-9%	-$25.9K	0.06%	243
2024 Q4	$326K	Hold	1,160	–	–	0.07%	213
2024 Q3	$317K	Hold	1,160	–	–	0.07%	217
2024 Q2	$348K	Hold	1,160	–	–	0.08%	209
2024 Q1	$336K	Sell	1,160 -1,600	-58%	-$400K	0.08%	209
2023 Q4	$698K	Sell	2,760 -150	-5%	-$38.1K	0.19%	131
2023 Q3	$771K	Buy	2,910 +600	+26%	+$156K	0.23%	122
2023 Q2	$573K	Hold	2,310	–	–	0.18%	141
2023 Q1	$528K	Buy	2,310 +359	+18%	+$72.9K	0.18%	134
2022 Q4	$338K	Buy	+1,951	New	+$324K	0.14%	145
2022 Q2	–	Sell	-700	Closed	-$162K	–	339
2022 Q1	$162K	Buy	+700	New	+$164K	0.06%	225
2021 Q4	–	Sell	-500	Closed	-$109K	–	335
2021 Q3	$109K	Buy	+500	New	+$136K	0.04%	268

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

Herold Advisors's FDX Position: Q2 2026 in Review

Herold Advisors sold out of FedEx (FDX) in Q2 2026, closing a stake of 570 shares — an estimated $203K sold.

Herold Advisors first reported a position in FDX in Q3 2021 and held it in 14 quarters. The position peaked at $771K in Q3 2023. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Herold Advisors reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
Herold Advisors sold 570 FedEx shares in Q2 2026, an estimated $203K.
Herold Advisors first reported a position in FedEx in Q3 2021 and held it in 14 quarters.
Herold Advisors's FedEx position peaked at $771K in Q3 2023.
1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.