Kingswood Wealth Advisors’s FedEx FDX Stock Holding History

Kingswood 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	$1.04M	Buy	3,336 +27	+0.8%	+$9.81K	0.04%	399
2026 Q1	$1.18M	Buy	3,309 +225	+7%	+$78.1K	0.06%	342
2025 Q4	$891K	Buy	3,084 +751	+32%	+$197K	0.04%	375
2025 Q3	$550K	Buy	2,333 +408	+21%	+$94.1K	0.03%	457
2025 Q2	$438K	Buy	1,925 +491	+34%	+$108K	0.03%	451
2025 Q1	$348K	Sell	1,434 -814	-36%	-$211K	0.03%	493
2024 Q4	$632K	Sell	2,248 -1,551	-41%	-$433K	0.05%	375
2024 Q3	$1.03M	Buy	3,799 +764	+25%	+$222K	0.07%	285
2024 Q2	$910K	Buy	3,035 +926	+44%	+$242K	0.08%	252
2024 Q1	$611K	Sell	2,109 -737	-26%	-$184K	0.07%	295
2023 Q4	$720K	Buy	2,846 +1,022	+56%	+$260K	0.08%	264
2023 Q3	$483K	Sell	1,824 -362	-17%	-$94.1K	0.08%	252
2023 Q2	$542K	Buy	+2,186	New	+$500K	0.17%	128

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

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

Kingswood Wealth Advisors increased its FedEx (FDX) stake by 0.82% in Q2 2026, buying an estimated $9.81K and bringing the position to 3,336 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #399.

Kingswood Wealth Advisors first reported a position in FDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.18M in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Kingswood Wealth Advisors held 3,336 shares of FedEx worth $1.04M as of Q2 2026.
Kingswood Wealth Advisors bought 27 FedEx shares in Q2 2026, an estimated $9.81K.
FedEx made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #399 holding.
Kingswood Wealth Advisors first reported a position in FedEx in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's FedEx position peaked at $1.18M in Q1 2026.
1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.