OWA
FDX icon

Octavia Wealth Advisors’s FedEx FDX Stock Holding History

Octavia 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
Q2 		$592K Sell
1,884
-132
-7% -$48K 0.05% 110
2026
Q1 		$721K Sell
2,016
-200
-9% -$69.4K 0.07% 96
2025
Q4 		$643K Sell
2,216
-298
-12% -$78.3K 0.06% 115
2025
Q3 		$597K Hold
2,514
– – 0.06% 119
2025
Q2 		$575K Sell
2,514
-138
-5% -$30.2K 0.07% 103
2025
Q1 		$650K Sell
2,652
-39
-1% -$10.1K 0.08% 98
2024
Q4 		$761K Sell
2,691
-13
-0.5% -$3.63K 0.09% 84
2024
Q3 		$744K Sell
2,704
-326
-11% -$94.7K 0.09% 88
2024
Q2 		$913K Buy
3,030
+993
+49% +$260K 0.12% 78
2024
Q1 		$593K Sell
2,037
-40
-2% -$10K 0.09% 104
2023
Q4 		$528K Sell
2,077
-618
-23% -$157K 0.09% 115
2023
Q3 		$717K Buy
2,695
+376
+16% +$97.8K 0.15% 77
2023
Q2 		$578K Buy
2,319
+107
+5% +$24.5K 0.12% 91
2023
Q1 		$508K Sell
2,212
-73
-3% -$14.8K 0.11% 90
2022
Q4 		$398K Sell
2,285
-132
-5% -$21.9K 0.1% 108
2022
Q3 		$362K Buy
2,417
+25
+1% +$5.28K 0.1% 112
2022
Q2 		$549K Sell
2,392
-101
-4% -$21.6K 0.14% 87
2022
Q1 		$579K Sell
2,493
-366
-13% -$86K 0.13% 90
2021
Q4 		$739K Buy
2,859
+343
+14% +$82.3K 0.16% 77
2021
Q3 		$555K Sell
2,516
-136
-5% -$36.9K 0.14% 89
2021
Q2 		$793K Sell
2,652
-33
-1% -$9.79K 0.21% 67
2021
Q1 		$764K Sell
2,685
-374
-12% -$96.3K 0.23% 72
2020
Q4 		$794K Buy
+3,059
New +$847K 0.26% 67

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Octavia Wealth Advisors's FDX Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its FedEx (FDX) stake by 6.5% in Q2 2026, selling an estimated $48K and leaving 1,884 shares worth $592K. The position accounts for 0.05% of the portfolio, ranked #110.

Octavia Wealth Advisors first reported a position in FDX in Q4 2020 and has held it in 23 quarters since. The position peaked at $913K in Q2 2024. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Octavia Wealth Advisors held 1,884 shares of FedEx worth $592K as of Q2 2026.
  • Octavia Wealth Advisors sold 132 FedEx shares in Q2 2026, an estimated $48K.
  • FedEx made up 0.05% of Octavia Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Octavia Wealth Advisors first reported a position in FedEx in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's FedEx position peaked at $913K in Q2 2024.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.