Navis Wealth Advisors’s FedEx FDX Stock Holding History

Navis Wealth 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	$1.84M	Sell	5,165 -45	-0.9%	-$15.6K	0.94%	23
2025 Q4	$1.5M	Buy	5,210 +8	+0.2%	+$2.1K	0.64%	35
2025 Q3	$1.23M	Buy	5,202 +80	+2%	+$18.4K	0.92%	21
2025 Q2	$1.16M	Buy	5,122 +75	+1%	+$16.4K	0.98%	19
2025 Q1	$1.23M	Hold	5,047	–	–	1.21%	14
2024 Q4	$1.42M	Hold	5,047	–	–	1.55%	13
2024 Q3	$1.38M	Hold	5,047	–	–	1.49%	13
2024 Q2	$1.51M	Hold	5,047	–	–	1.74%	12
2024 Q1	$1.46M	Hold	5,047	–	–	1.76%	11
2023 Q4	$1.28M	Sell	5,047 -600	-11%	-$152K	1.67%	11
2023 Q3	$1.5M	Hold	5,647	–	–	2.17%	9
2023 Q2	$1.4M	Hold	5,647	–	–	1.28%	10
2023 Q1	$1.29M	Buy	+5,647	New	+$1.15M	1.42%	10
2021 Q1	–	Sell	-180	Closed	-$47K	–	141
2020 Q4	$47K	Buy	+180	New	+$49.9K	0.04%	143

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Navis Wealth Advisors's FDX Position: Q1 2026 in Review

Navis Wealth Advisors reduced its FedEx (FDX) stake by 0.86% in Q1 2026, selling an estimated $15.6K and leaving 5,165 shares worth $1.84M. The position accounts for 0.94% of the portfolio, ranked #23.

Navis Wealth Advisors first reported a position in FDX in Q4 2020 and has held it in 14 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Navis Wealth Advisors held 5,165 shares of FedEx worth $1.84M as of Q1 2026.
Navis Wealth Advisors sold 45 FedEx shares in Q1 2026, an estimated $15.6K.
FedEx made up 0.94% of Navis Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Navis Wealth Advisors first reported a position in FedEx in Q4 2020 and has held it in 14 quarters since.
2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.