IVC Wealth Advisors
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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
Q3 		$262K Buy
918
+1
+0.1% +$314 0.11% 148
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 		$304K 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% +$2.82K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

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

IVC Wealth Advisors increased its FedEx (FDX) stake by 0.11% in Q3 2026, buying an estimated $314 and bringing the position to 918 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #148.

IVC Wealth Advisors first reported a position in FDX in Q4 2020 and has held it in 24 quarters since. The position peaked at $583K in Q2 2021. 497 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • IVC Wealth Advisors held 918 shares of FedEx worth $262K as of Q3 2026.
  • IVC Wealth Advisors bought 1 FedEx share in Q3 2026, an estimated $314.
  • FedEx made up 0.11% of IVC Wealth Advisors's portfolio in Q3 2026, its #148 holding.
  • IVC Wealth Advisors first reported a position in FedEx in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's FedEx position peaked at $583K in Q2 2021.
  • 497 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.