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IVC Wealth Advisors’s FedEx FDX Stock Holding History

IVC 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 		$287K Sell
917
-91
-9% -$33.1K 0.11% 140
2026
Q1 		$359K Sell
1,008
-46
-4% -$16K 0.16% 113
2025
Q4 		$305K Buy
1,054
+6
+0.6% +$1.58K 0.13% 130
2025
Q3 		$247K Sell
1,048
-214
-17% -$49.3K 0.11% 156
2025
Q2 		$287K Sell
1,262
-120
-9% -$26.3K 0.14% 132
2025
Q1 		$337K Sell
1,382
-50
-3% -$13K 0.18% 113
2024
Q4 		$403K Sell
1,432
-516
-26% -$144K 0.23% 86
2024
Q3 		$533K Buy
1,948
+38
+2% +$11K 0.29% 73
2024
Q2 		$573K Sell
1,910
-23
-1% -$6.02K 0.32% 73
2024
Q1 		$560K Buy
1,933
+134
+7% +$33.5K 0.32% 73
2023
Q4 		$455K Buy
1,799
+8
+0.4% +$2.03K 0.28% 83
2023
Q3 		$474K Buy
1,791
+1
+0.1% +$260 0.32% 78
2023
Q2 		$444K Sell
1,790
-52
-3% -$11.9K 0.28% 87
2023
Q1 		$421K Buy
1,842
+14
+0.8% +$2.84K 0.3% 85
2022
Q4 		$317K Buy
1,828
+17
+0.9% +$2.83K 0.23% 103
2022
Q3 		$269K Sell
1,811
-164
-8% -$34.6K 0.22% 112
2022
Q2 		$448K Buy
1,975
+21
+1% +$4.48K 0.35% 69
2022
Q1 		$452K Sell
1,954
-62
-3% -$14.6K 0.3% 84
2021
Q4 		$521K Sell
2,016
-202
-9% -$48.5K 0.34% 78
2021
Q3 		$486K Buy
2,218
+264
+14% +$71.6K 0.33% 75
2021
Q2 		$583K Sell
1,954
-16
-0.8% -$4.75K 0.41% 66
2021
Q1 		$560K Buy
1,970
+95
+5% +$24.5K 0.44% 65
2020
Q4 		$487K Buy
+1,875
New +$519K 0.46% 60

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

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

IVC Wealth Advisors reduced its FedEx (FDX) stake by 9% in Q2 2026, selling an estimated $33.1K and leaving 917 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #140.

IVC Wealth Advisors first reported a position in FDX in Q4 2020 and has held it in 23 quarters since. The position peaked at $583K in Q2 2021. 318 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • IVC Wealth Advisors held 917 shares of FedEx worth $287K as of Q2 2026.
  • IVC Wealth Advisors sold 91 FedEx shares in Q2 2026, an estimated $33.1K.
  • FedEx made up 0.11% of IVC Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • IVC Wealth Advisors first reported a position in FedEx in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's FedEx position peaked at $583K in Q2 2021.
  • 318 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.