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Nvest Wealth Strategies’s FedEx FDX Stock Holding History

Nvest Wealth Strategies’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
Q2 		$8.46K Sell
27
-2
-7% -$727 0.01% 125
2026
Q1 		$10.3K Buy
29
+2
+7% +$694 0.01% 116
2025
Q4 		$7.8K Buy
+27
New +$7.09K 0.01% 133

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's FDX Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its FedEx (FDX) stake by 6.9% in Q2 2026, selling an estimated $727 and leaving 27 shares worth $8.46K. The position accounts for 0.01% of the portfolio, ranked #125.

Nvest Wealth Strategies first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.3K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Nvest Wealth Strategies held 27 shares of FedEx worth $8.46K as of Q2 2026.
  • Nvest Wealth Strategies sold 2 FedEx shares in Q2 2026, an estimated $727.
  • FedEx made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #125 holding.
  • Nvest Wealth Strategies first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's FedEx position peaked at $10.3K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.