New Wave Wealth Advisors
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New Wave Wealth Advisors’s FedEx FDX Stock Holding History

New Wave 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
Q3 		$305K Hold
1,050
– – 0.08% 184
2026
Q2 		$330K Hold
1,050
– – 0.09% 166
2026
Q1 		$376K Hold
1,050
– – 0.13% 113
2025
Q4 		$305K Hold
1,050
– – 0.11% 132
2025
Q3 		$248K Buy
+1,050
New +$242K 0.1% 142
2025
Q1 		– Sell
-115
Closed -$32.4K – 312
2024
Q4 		$32.4K Buy
+115
New +$32.1K 0.01% 249

Other funds holding FDX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

New Wave Wealth Advisors's FDX Position: Q3 2026 in Review

New Wave Wealth Advisors held its FedEx (FDX) position steady in Q3 2026 at 1,050 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #184.

New Wave Wealth Advisors first reported a position in FDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $376K in Q1 2026. 1,636 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • New Wave Wealth Advisors held 1,050 shares of FedEx worth $305K as of Q3 2026.
  • New Wave Wealth Advisors left its FedEx share count unchanged in Q3 2026.
  • FedEx made up 0.08% of New Wave Wealth Advisors's portfolio in Q3 2026, its #184 holding.
  • New Wave Wealth Advisors first reported a position in FedEx in Q4 2024 and has held it in 6 quarters since.
  • New Wave Wealth Advisors's FedEx position peaked at $376K in Q1 2026.
  • 1,636 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.