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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
2021
Q4 		– Sell
-7,500
Closed -$1.65M – 114
2021
Q3 		$1.65M Buy
+7,500
New +$2.04M 1.15% 22

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

Navis Wealth Advisors's FDX Position: Q2 2026 in Review

Navis Wealth Advisors reduced its FedEx (FDX) stake by 2.1% in Q2 2026, selling an estimated $40K and leaving 5,055 shares worth $1.58M. The position accounts for 0.6% of the portfolio, ranked #34.

Navis Wealth Advisors first reported a position in FDX in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.84M in Q1 2026. 1,957 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Navis Wealth Advisors held 5,055 shares of FedEx worth $1.58M as of Q2 2026.
  • Navis Wealth Advisors sold 110 FedEx shares in Q2 2026, an estimated $40K.
  • FedEx made up 0.6% of Navis Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Navis Wealth Advisors first reported a position in FedEx in Q4 2020 and has held it in 15 quarters since.
  • Navis Wealth Advisors's FedEx position peaked at $1.84M in Q1 2026.
  • 1,957 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

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