Oak Harbor Wealth Partners’s FedEx FDX Stock Holding History

Oak Harbor Wealth Partners’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	$2.58M	Hold	8,235	–	–	0.96%	33
2026 Q1	$2.93M	Sell	8,235 -19	-0.2%	-$6.59K	0.69%	38
2025 Q4	$2.38M	Buy	8,254 +14	+0.2%	+$3.68K	0.57%	41
2025 Q3	$1.94M	Sell	8,240 -5	-0.1%	-$1.15K	0.48%	46
2025 Q2	$1.87M	Hold	8,245	–	–	0.51%	51
2025 Q1	$2.01M	Sell	8,245 -5	-0.1%	-$1.3K	0.57%	42
2024 Q4	$2.32M	Sell	8,250 -5	-0.1%	-$1.4K	0.67%	40
2024 Q3	$2.26M	Sell	8,255 -10	-0.1%	-$2.9K	0.64%	41
2024 Q2	$2.48M	Sell	8,265 -265	-3%	-$69.3K	0.78%	35
2024 Q1	$2.47M	Sell	8,530 -12	-0.1%	-$3K	0.77%	38
2023 Q4	$2.16M	Hold	8,542	–	–	0.73%	39
2023 Q3	$2.26M	Hold	8,542	–	–	0.8%	35
2023 Q2	$2.12M	Hold	8,542	–	–	0.72%	40
2023 Q1	$1.95M	Hold	8,542	–	–	0.71%	40
2022 Q4	$1.48M	Buy	8,542 +5	+0.1%	+$831	0.56%	52
2022 Q3	$1.27M	Sell	8,537 -208	-2%	-$43.9K	0.5%	55
2022 Q2	$1.98M	Buy	8,745 +1	+0%	+$213	0.79%	39
2022 Q1	$2.02M	Hold	8,744	–	–	0.66%	41
2021 Q4	$2.26M	Buy	+8,744	New	+$2.1M	0.78%	35

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oak Harbor Wealth Partners's FDX Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its FedEx (FDX) position steady in Q2 2026 at 8,235 shares worth $2.58M. The position accounts for 0.96% of the portfolio, ranked #33.

Oak Harbor Wealth Partners first reported a position in FDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.93M in Q1 2026. 1,957 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Oak Harbor Wealth Partners held 8,235 shares of FedEx worth $2.58M as of Q2 2026.
Oak Harbor Wealth Partners left its FedEx share count unchanged in Q2 2026.
FedEx made up 0.96% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #33 holding.
Oak Harbor Wealth Partners first reported a position in FedEx in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's FedEx position peaked at $2.93M in Q1 2026.
1,957 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.