Klingman & Associates’s FedEx FDX Stock Holding History

Klingman & Associates’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	$258K	Buy	905 +45	+5%	+$14.1K	0.01%	352
2026 Q2	$269K	Sell	860 -8	-0.9%	-$2.91K	0.01%	286
2026 Q1	$309K	Sell	868 -11	-1%	-$3.82K	0.01%	255
2025 Q4	$254K	Buy	+879	New	+$231K	0.01%	282
2024 Q3	–	Sell	-871	Closed	-$261K	–	269
2024 Q2	$261K	Buy	+871	New	+$228K	0.02%	208
2016 Q4	–	Sell	-637	Closed	-$111K	–	174
2016 Q3	$111K	Hold	637	–	–	0.03%	129
2016 Q2	$97K	Hold	637	–	–	0.03%	143
2016 Q1	$104K	Hold	637	–	–	0.04%	135
2015 Q4	$95K	Hold	637	–	–	0.04%	165
2015 Q3	$91K	Buy	637 +200	+46%	+$31.9K	0.04%	165
2015 Q2	$74K	Hold	437	–	–	0.03%	159
2015 Q1	$72K	Hold	437	–	–	0.03%	154
2014 Q4	$75K	Buy	+437	New	+$73.9K	0.03%	148

Other funds holding FDX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Klingman & Associates's FDX Position: Q3 2026 in Review

Klingman & Associates increased its FedEx (FDX) stake by 5.2% in Q3 2026, buying an estimated $14.1K and bringing the position to 905 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #352.

Klingman & Associates first reported a position in FDX in Q4 2014 and has held it in 13 quarters since. The position peaked at $309K in Q1 2026. 427 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

Klingman & Associates held 905 shares of FedEx worth $258K as of Q3 2026.
Klingman & Associates bought 45 FedEx shares in Q3 2026, an estimated $14.1K.
FedEx made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #352 holding.
Klingman & Associates first reported a position in FedEx in Q4 2014 and has held it in 13 quarters since.
Klingman & Associates's FedEx position peaked at $309K in Q1 2026.
427 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.