Kaufman Rossin Wealth
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Kaufman Rossin Wealth’s FedEx FDX Stock Holding History

Kaufman Rossin Wealth’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 		$361K Buy
1,266
+60
+5% +$18.8K 0.15% 87
2026
Q2 		$375K Hold
1,206
– – 0.18% 61
2026
Q1 		$430K Buy
1,206
+6
+0.5% +$2.08K 0.25% 48
2025
Q4 		$347K Sell
1,200
-21
-2% -$5.52K 0.18% 85
2025
Q3 		$288K Buy
+1,221
New +$282K 0.16% 101

Other funds holding FDX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Kaufman Rossin Wealth's FDX Position: Q3 2026 in Review

Kaufman Rossin Wealth increased its FedEx (FDX) stake by 5% in Q3 2026, buying an estimated $18.8K and bringing the position to 1,266 shares worth $361K. The position accounts for 0.15% of the portfolio, ranked #87.

Kaufman Rossin Wealth first reported a position in FDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $430K in Q1 2026. 1,147 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Kaufman Rossin Wealth held 1,266 shares of FedEx worth $361K as of Q3 2026.
  • Kaufman Rossin Wealth bought 60 FedEx shares in Q3 2026, an estimated $18.8K.
  • FedEx made up 0.15% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #87 holding.
  • Kaufman Rossin Wealth first reported a position in FedEx in Q3 2025 and has held it in 5 quarters since.
  • Kaufman Rossin Wealth's FedEx position peaked at $430K in Q1 2026.
  • 1,147 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.