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 Q2	$302K	Sell	966 -3	-0.3%	-$1.09K	0.11%	251
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	0.08%	193
2024 Q4	$204K	Buy	+724	New	+$202K	0.15%	212

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Optimize Financial's FDX Position: Q2 2026 in Review

Optimize Financial reduced its FedEx (FDX) stake by 0.31% in Q2 2026, selling an estimated $1.09K and leaving 966 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #251.

Optimize Financial first reported a position in FDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $407K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Optimize Financial held 966 shares of FedEx worth $302K as of Q2 2026.
Optimize Financial sold 3 FedEx shares in Q2 2026, an estimated $1.09K.
FedEx made up 0.11% of Optimize Financial's portfolio in Q2 2026, its #251 holding.
Optimize Financial first reported a position in FedEx in Q4 2024 and has held it in 6 quarters since.
Optimize Financial's FedEx position peaked at $407K in Q4 2025.
1,966 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.