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Moneta Group Investment Advisors’s FedEx FDX Stock Holding History

Moneta Group Investment 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
Q1 		$1.07M Buy
3,016
+184
+6% +$63.9K 0.01% 348
2025
Q4 		$818K Buy
2,832
+23
+0.8% +$6.04K 0.01% 395
2025
Q3 		$662K Sell
2,809
-355
-11% -$81.8K 0.01% 427
2025
Q2 		$719K Buy
3,164
+218
+7% +$47.7K 0.01% 360
2025
Q1 		$718K Sell
2,946
-261
-8% -$67.7K 0.01% 339
2024
Q4 		$902K Buy
3,207
+336
+12% +$93.8K 0.01% 298
2024
Q3 		$786K Buy
2,871
+454
+19% +$132K 0.01% 314
2024
Q2 		$725K Buy
2,417
+60
+3% +$15.7K 0.01% 320
2024
Q1 		$683K Buy
2,357
+395
+20% +$98.8K 0.01% 322
2023
Q4 		$496K Buy
1,962
+334
+21% +$84.9K 0.01% 342
2023
Q3 		$431K Sell
1,628
-958
-37% -$249K 0.01% 348
2023
Q2 		$641K Buy
2,586
+650
+34% +$149K 0.01% 282
2023
Q1 		$442K Buy
+1,936
New +$393K 0.01% 339
2022
Q3 		– Sell
-1,182
Closed -$268K – 445
2022
Q2 		$268K Buy
1,182
+140
+13% +$29.9K 0.01% 397
2022
Q1 		$241K Buy
1,042
+56
+6% +$13.2K 0.01% 392
2021
Q4 		$255K Sell
986
-58
-6% -$13.9K 0.01% 416
2021
Q3 		$229K Buy
1,044
+65
+7% +$17.6K 0.01% 411
2021
Q2 		$292K Sell
979
-310
-24% -$92K 0.01% 372
2021
Q1 		$366K Buy
1,289
+442
+52% +$114K 0.02% 298
2020
Q4 		$220K Buy
+847
New +$235K 0.02% 292
2018
Q4 		– Sell
-574
Closed -$138K – 223
2018
Q3 		$138K Buy
574
+74
+15% +$17.9K 0.01% 225
2018
Q2 		$114K Buy
500
+51
+11% +$12.6K 0.01% 274
2018
Q1 		$108K Buy
449
+446
+14,867% +$113K 0.01% 239
2017
Q4 		$1K Buy
+3
New +$686 ﹤0.01% 417

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moneta Group Investment Advisors's FDX Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its FedEx (FDX) stake by 6.5% in Q1 2026, buying an estimated $63.9K and bringing the position to 3,016 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #348.

Moneta Group Investment Advisors first reported a position in FDX in Q4 2017 and has held it in 24 quarters since. 2,029 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Moneta Group Investment Advisors held 3,016 shares of FedEx worth $1.07M as of Q1 2026.
  • Moneta Group Investment Advisors bought 184 FedEx shares in Q1 2026, an estimated $63.9K.
  • FedEx made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #348 holding.
  • Moneta Group Investment Advisors first reported a position in FedEx in Q4 2017 and has held it in 24 quarters since.
  • 2,029 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.