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Modera Wealth Management’s FedEx FDX Stock Holding History

Modera Wealth Management’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 		$8.8M Sell
28,097
-733
-3% -$266K 0.09% 145
2026
Q1 		$10.3M Sell
28,830
-787
-3% -$273K 0.12% 121
2025
Q4 		$8.56M Sell
29,617
-1,190
-4% -$313K 0.1% 139
2025
Q3 		$7.26M Sell
30,807
-1,692
-5% -$390K 0.08% 153
2025
Q2 		$7.39M Sell
32,499
-3,081
-9% -$675K 0.09% 151
2025
Q1 		$8.67M Sell
35,580
-1,148
-3% -$298K 0.12% 134
2024
Q4 		$10.3M Sell
36,728
-348
-0.9% -$97.2K 0.12% 116
2024
Q3 		$10.1M Sell
37,076
-664
-2% -$193K 0.13% 115
2024
Q2 		$11.3M Sell
37,740
-1,072
-3% -$280K 0.17% 103
2024
Q1 		$11.2M Sell
38,812
-812
-2% -$203K 0.17% 102
2023
Q4 		$10M Sell
39,624
-1,808
-4% -$459K 0.17% 107
2023
Q3 		$11M Buy
41,432
+1,572
+4% +$409K 0.21% 97
2023
Q2 		$9.88M Buy
39,860
+38,743
+3,468% +$8.87M 0.18% 105
2023
Q1 		$255K Buy
+1,117
New +$227K 0.01% 305
2022
Q3 		– Sell
-972
Closed -$220K – 325
2022
Q2 		$220K Buy
+972
New +$207K 0.01% 304
2022
Q1 		– Sell
-2,541
Closed -$657K – 438
2021
Q4 		$657K Buy
+2,541
New +$610K 0.03% 226
2014
Q1 		– Sell
-2,300
Closed -$331K – 73
2013
Q4 		$331K Buy
+2,300
New +$305K 0.13% 62

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Modera Wealth Management's FDX Position: Q2 2026 in Review

Modera Wealth Management reduced its FedEx (FDX) stake by 2.5% in Q2 2026, selling an estimated $266K and leaving 28,097 shares worth $8.8M. The position accounts for 0.09% of the portfolio, ranked #145.

Modera Wealth Management first reported a position in FDX in Q4 2013 and has held it in 17 quarters since. The position peaked at $11.3M in Q2 2024. 1,196 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Modera Wealth Management held 28,097 shares of FedEx worth $8.8M as of Q2 2026.
  • Modera Wealth Management sold 733 FedEx shares in Q2 2026, an estimated $266K.
  • FedEx made up 0.09% of Modera Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Modera Wealth Management first reported a position in FedEx in Q4 2013 and has held it in 17 quarters since.
  • Modera Wealth Management's FedEx position peaked at $11.3M in Q2 2024.
  • 1,196 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.