McCarter Private Wealth Services’s FedEx FDX Stock Holding History

McCarter Private Wealth Services’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	–	Sell	-705	Closed	-$251K	–	192
2026 Q1	$251K	Buy	+705	New	+$245K	0.11%	148

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

McCarter Private Wealth Services's FDX Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of FedEx (FDX) in Q2 2026, closing a stake of 705 shares — an estimated $251K sold.

McCarter Private Wealth Services first reported a position in FDX in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

McCarter Private Wealth Services reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 705 FedEx shares in Q2 2026, an estimated $251K.
McCarter Private Wealth Services first reported a position in FedEx in Q1 2026 and held it in 1 quarter.
McCarter Private Wealth Services's FedEx position peaked at $251K in Q1 2026.
1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.