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Optimize Financial’s FedEx FDX Stock Holding History

Optimize Financial’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
Q1 		$345K Sell
969
-439
-31% -$152K 0.17% 231
2025
Q4 		$407K Buy
1,408
+20
+1% +$5.25K 0.2% 206
2025
Q3 		$327K Buy
+1,388
New +$320K 0.17% 248
2025
Q2 		– Sell
-867
Closed -$211K – 232
2025
Q1 		$211K Buy
867
+143
+20% +$37.1K 0.15% 192
2024
Q4 		$204K Buy
+724
New +$202K 0.15% 212

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's FDX Position: Q1 2026 in Review

Optimize Financial reduced its FedEx (FDX) stake by 31% in Q1 2026, selling an estimated $152K and leaving 969 shares worth $345K. The position accounts for 0.17% of the portfolio, ranked #231.

Optimize Financial first reported a position in FDX in Q4 2024 and has held it in 5 quarters since. The position peaked at $407K in Q4 2025. 2,038 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Optimize Financial held 969 shares of FedEx worth $345K as of Q1 2026.
  • Optimize Financial sold 439 FedEx shares in Q1 2026, an estimated $152K.
  • FedEx made up 0.17% of Optimize Financial's portfolio in Q1 2026, its #231 holding.
  • Optimize Financial first reported a position in FedEx in Q4 2024 and has held it in 5 quarters since.
  • Optimize Financial's FedEx position peaked at $407K in Q4 2025.
  • 2,038 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.