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Modern Wealth Management’s FedEx FDX Stock Holding History

Modern 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 		$1.07M Buy
3,422
+968
+39% +$352K 0.01% 504
2026
Q1 		$882K Buy
2,454
+1,041
+74% +$361K 0.02% 443
2025
Q4 		$408K Buy
1,413
+135
+11% +$35.5K 0.01% 589
2025
Q3 		$302K Buy
1,278
+86
+7% +$19.8K 0.01% 643
2025
Q2 		$271K Sell
1,192
-706
-37% -$155K 0.01% 640
2025
Q1 		$463K Buy
1,898
+135
+8% +$35K 0.01% 432
2024
Q4 		$496K Buy
1,763
+127
+8% +$35.5K 0.02% 366
2024
Q3 		$448K Sell
1,636
-237
-13% -$68.8K 0.03% 267
2024
Q2 		$562K Buy
1,873
+701
+60% +$183K 0.04% 201
2024
Q1 		$340K Buy
1,172
+30
+3% +$7.5K 0.03% 224
2023
Q4 		$289K Buy
+1,142
New +$290K 0.04% 148

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Modern Wealth Management increased its FedEx (FDX) stake by 39% in Q2 2026, buying an estimated $352K and bringing the position to 3,422 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #504.

Modern Wealth Management first reported a position in FDX in Q4 2023 and has held it in 11 quarters since. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Modern Wealth Management held 3,422 shares of FedEx worth $1.07M as of Q2 2026.
  • Modern Wealth Management bought 968 FedEx shares in Q2 2026, an estimated $352K.
  • FedEx made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Modern Wealth Management first reported a position in FedEx in Q4 2023 and has held it in 11 quarters since.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.