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 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.