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 Q3	$2.35M	Hold	8,235	–	–	0.87%	34
2026 Q2	$2.58M	Hold	8,235	–	–	0.96%	33
2026 Q1	$2.93M	Sell	8,235 -19	-0.2%	-$6.6K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Oak Harbor Wealth Partners's FDX Position: Q3 2026 in Review

Oak Harbor Wealth Partners held its FedEx (FDX) position steady in Q3 2026 at 8,235 shares worth $2.35M. The position accounts for 0.87% of the portfolio, ranked #34.

Oak Harbor Wealth Partners first reported a position in FDX in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.93M in Q1 2026. 1,147 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

Oak Harbor Wealth Partners held 8,235 shares of FedEx worth $2.35M as of Q3 2026.
Oak Harbor Wealth Partners left its FedEx share count unchanged in Q3 2026.
FedEx made up 0.87% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #34 holding.
Oak Harbor Wealth Partners first reported a position in FedEx in Q4 2021 and has held it in 20 quarters since.
Oak Harbor Wealth Partners's FedEx position peaked at $2.93M in Q1 2026.
1,147 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.