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Opal Wealth Advisors’s FedEx FDX Stock Holding History

Opal 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 		$628K Sell
2,007
-277
-12% -$101K 0.14% 79
2026
Q1 		$814K Sell
2,284
-65
-3% -$22.6K 0.18% 57
2025
Q4 		$679K Sell
2,349
-19
-0.8% -$4.99K 0.18% 78
2025
Q3 		$558K Buy
2,368
+6
+0.3% +$1.38K 0.16% 86
2025
Q2 		$537K Sell
2,362
-51
-2% -$11.2K 0.15% 81
2025
Q1 		$588K Buy
2,413
+12
+0.5% +$3.11K 0.18% 67
2024
Q4 		$675K Buy
2,401
+80
+3% +$22.3K 0.2% 68
2024
Q3 		$635K Buy
2,321
+254
+12% +$73.8K 0.2% 66
2024
Q2 		$620K Buy
2,067
+258
+14% +$67.5K 0.2% 64
2024
Q1 		$524K Buy
1,809
+366
+25% +$91.6K 0.18% 77
2023
Q4 		$365K Buy
1,443
+5
+0.3% +$1.27K 0.14% 107
2023
Q3 		$381K Buy
1,438
+3
+0.2% +$780 0.22% 76
2023
Q2 		$356K Buy
+1,435
New +$328K 0.18% 77

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

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

Opal Wealth Advisors reduced its FedEx (FDX) stake by 12% in Q2 2026, selling an estimated $101K and leaving 2,007 shares worth $628K. The position accounts for 0.14% of the portfolio, ranked #79.

Opal Wealth Advisors first reported a position in FDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $814K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Opal Wealth Advisors held 2,007 shares of FedEx worth $628K as of Q2 2026.
  • Opal Wealth Advisors sold 277 FedEx shares in Q2 2026, an estimated $101K.
  • FedEx made up 0.14% of Opal Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Opal Wealth Advisors first reported a position in FedEx in Q2 2023 and has held it in 13 quarters since.
  • Opal Wealth Advisors's FedEx position peaked at $814K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.