Obermeyer Wealth Partners’s FedEx FDX Stock Holding History

Obermeyer 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	–	Sell	-662	Closed	-$207K	–	305
2026 Q2	$207K	Buy	662 +28	+4%	+$10.2K	0.01%	293
2026 Q1	$226K	Buy	+634	New	+$220K	0.01%	280
2025 Q4	–	Sell	-1,155	Closed	-$272K	–	296
2025 Q3	$272K	Hold	1,155	–	–	0.01%	246
2025 Q2	$263K	Hold	1,155	–	–	0.01%	234
2025 Q1	$282K	Sell	1,155 -2	-0.2%	-$518	0.02%	212
2024 Q4	$325K	Hold	1,157	–	–	0.02%	193
2024 Q3	$317K	Hold	1,157	–	–	0.02%	199
2024 Q2	$347K	Hold	1,157	–	–	0.02%	180
2024 Q1	$335K	Buy	1,157 +30	+3%	+$7.5K	0.02%	184
2023 Q4	$285K	Hold	1,127	–	–	0.02%	177
2023 Q3	$299K	Hold	1,127	–	–	0.02%	161
2023 Q2	$279K	Sell	1,127 -300	-21%	-$68.7K	0.02%	168
2023 Q1	$326K	Buy	1,427 +51	+4%	+$10.4K	0.02%	148
2022 Q4	$238K	Buy	+1,376	New	+$229K	0.02%	189
2022 Q2	–	Sell	-915	Closed	-$212K	–	218
2022 Q1	$212K	Hold	915	–	–	0.01%	218
2021 Q4	$237K	Hold	915	–	–	0.01%	202
2021 Q3	$201K	Hold	915	–	–	0.01%	208
2021 Q2	$273K	Hold	915	–	–	0.02%	178
2021 Q1	$260K	Hold	915	–	–	0.02%	171
2020 Q4	$238K	Buy	+915	New	+$253K	0.02%	134

Other funds holding FDX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Obermeyer Wealth Partners's FDX Position: Q3 2026 in Review

Obermeyer Wealth Partners sold out of FedEx (FDX) in Q3 2026, closing a stake of 662 shares — an estimated $207K sold.

Obermeyer Wealth Partners first reported a position in FDX in Q4 2020 and held it in 20 quarters. The position peaked at $347K in Q2 2024. 922 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

Obermeyer Wealth Partners reported no remaining FedEx position as of Q3 2026 after selling out during the quarter.
Obermeyer Wealth Partners sold 662 FedEx shares in Q3 2026, an estimated $207K.
Obermeyer Wealth Partners first reported a position in FedEx in Q4 2020 and held it in 20 quarters.
Obermeyer Wealth Partners's FedEx position peaked at $347K in Q2 2024.
922 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.